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 |
Support the Theatre with a gift that pays you income
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Did you know that the IRS encourages creative plans that can stretch your giving ability and provide current income to you and to a loved one? You can do this by making a “Touching Gift” to San Juan Community Theatre that goes into an account paying income to you and/or another beneficiary for life. When there are no remaining beneficiaries, the balance in the gift account is paid over to us for the purposes that you specified when you set up your gift. You receive an immediate tax deduction for a portion of your gift and an additional source of lifetime income for you and or your loved one. And, there are no capital gains taxes due on the transfer of appreciated assets.
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There are three principal ways to make a “Touching Gift” in this manner: |
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If you want a secure, stable, income steam you can make a charitable gift annuity. Your gift can be in cash or stock. |
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If you are still in your high-earnings years, and saving for retirement, but also trying to lower your income tax, you can set up a deferred gift annuity which works the same way as the charitable gift annuity, but defers the start date of the annuity payments to a future date that you choose. |
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If you want the security of stable income or want maximum flexibility over your investment consider a Charitable Remainder Trust for your “Touching Gift.” |
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