Legacy Society

 

 Sunset Playhouse Giving Legacy Society

Sunset Playhouse has received a very generous donation as our first Legacy gift.   You, too, can take advantage of this kind and memorable opportunity.  

Bequests and other planned gifts have a profound and lasting effect on the artistic quality our patrons have come to expect from our productions and on the future of our theater.  If you would like to join us in building that future, please consider naming Sunset Playhouse as a beneficiary of your will or trust, IRA or other retirement plan, life insurance policy, land or property, life income, or other planned gift.

Below are easy ways to give to Sunset:

IRA, 401(k) or Othr Retirement Plan

Your IRA 401(k) or other retirement plan can be transferred by a beneficiary designation.  Normally, the beneficiaries should be named on the IRA, and it should be given directly to the Sunset Playhouse and not to your estate.  The IRA or 401(k) custodian should provide a form for you to select a primary and contingent beneficiary.

Life Insurance

Life insurance  is usually permanent (whole life or universal life) or term. The insurance policy is a contract, and there is a beneficiary designation form.  You will select the primary and contingent beneficiary to receive the death benefit if you pass away with a valid insurance policy.

Charitable Remainder Trusts

A charitable remainder trust is an excellent way to benefit yourself, your spouse or other family members.  It combines substantial tax savings with the ability to produce a very good income for you or your family members.  Charitable remainder trusts are especially helpful for individuals who retire and would like to sell land or stock tax free and receive a generous income.

Charitable Gift Annuity

Many of our patrons, especially those age 70 and above, are very interested in fixed payments from a charitable gift annuity.  If you fund a gift annuity, you receive a substantial income tax charitable deduction and fixed payments for life.

Donor Advised Funds

Many families find that a Donor Advised Fund(DAF) is a simple and efficient way to help charities, such as Sunset Playhouse,  that they love.  By establishing such a fund, you can time the gifts you make (for investment or tax reasons) and you can select the charities you wish to benefit  from your gifts.  You receive the income or estate tax decution, and the opportunity is there to make distriubution decisions later.

Please consider a Legacy Gift to Sunset Playhouse.  Designating Sunset Playhouse is not a complicated process and can often be done with phone call to your investment adviser.

For more information, please contact Nancy Visintainer-Armstrong, Artistic Director, at nvarmstrong@sunsetplayhouse.com or call 262-782-4431 X234 to set up a time to meet and discuss our Legacy Society.