Planned Giving Options

Bequests
A bequest is a gift made through your will that directs the estate’s personal representative or trustee to make a gift from your assets to Main Stage Community Theatre after you die. Bequests may be used to provide gifts of money, stocks, real estate, or other property such as art or jewelry.


Endowment Legacies
Endowments are named gifts that are invested in perpetuity. The annual interest income from an endowment then supports specific programs and needs at Main Stage Community Theatre. Endowments are established through outright gifts, a will, insurance or retirement policies, trusts and other planned gifts.


Charitable Remainder Trusts
Charitable remainder trusts allow you to transfer assets into an irrevocable trust that will provide you and or your beneficiaries with fixed percentage payments for life, or for a set period of time. Upon termination of the trust, the remaining assets are distributed to Main Stage Community Theatre to be used for the purpose specified by the donor.


Charitable Annuity Trust
With a charitable annuity trust, the donor transfers assets to Main Stage Community Theatre in exchange for a guaranteed, fixed annuity payment to them or another beneficiary for life. Upon the death of the donor, Main Stage Community Theatre receives the full amount of the initial gift to use as specified in the agreement.


Life Insurance
The gift of a life insurance policy can be a great way to combine charitable objectives with tax advantages to the donor. This is possible because donors may receive an income tax deduction by naming Main Stage Community Theatre as a partial beneficiary or owner of a life insurance policy.


Real Estate
Real Estate may be given outright, used to fund a charitable reminder trust, or given as a life estate (see below).


Life Estate Agreements: In a life estate agreement, the donor transfers the title of his or her real property to Main Stage Community Theatre. In return, the donor reserves the right to use the property throughout the donor’s lifetime. Upon the death of the donor, the property becomes an asset of Main Stage Community Theatre.

Download and return our Planned Gift Intention Form