Touching Lives: Estate Planning and your Community Theatre |
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Legacy Giving:
Support the Theatre with an Affordable Gift
Support the Theatre with a gift that pays you income
Support the Theatre with a gift that allows you to keep control of your assets |
Charitable Gift Annuities |
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A Charitable Gift Annuity can provide you and an additional beneficiary with income for life with the balance of the original principal of the annuity provided to the Theatre to support your favorite activities. The annuity can be funded with cash or appreciated property. In addition to providing income to you and support for the Theatre, this “Touching Gift” provides income tax benefits to you. After reviewing some of the benefits which we have listed below, we encourage you to contact us or your advisor to discuss including this wonderful support in your plans. |
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The benefits a Charitable Gift Annuity provides include: |
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- Major contribution in support of the programs of San Juan Community Theatre.
- Partial bypass of capital gain on highly appreciated securities.
- Partially tax-free, guaranteed annuity payments.
- Immediate charitable deduction - your get an immediate tax deduction which recognizes the future benefit to the charity of the donation of remaining principal.
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If you wish, you can set up a variation of the annuity which defers the initial payment into the annuity for up to a year or, under certain circumstances, fund the annuity with the remainder value of a mortgage-free home.
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You can also set up a Deferred Gift Annuity. This works in much the same way, but the annuity payments don't start until a future date that you choose. |
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