Planned Giving
INSPIRE FUTURE AUDIENCES WITH AN ENCORE GIFT
Expanding hearts and minds on stage and off is the mission of the Alliance Theatre. Did you know that you can help us accomplish this with a gift for the future? Including the Alliance in your overall estate or financial plans not only helps us continue to engage and inspire the more than 165,000 patrons we reach each year, but it can also provide you with tax benefits in return. With a little planning, you can leave a legacy that will fuel continued innovation far into the future.
You may leave legacy gifts in the form of bequests, charitable trusts, life insurance designations, IRA/retirement plans, and charitable gift annuities. Due to their special tax advantages, planned gifts may allow you to meet your personal financial objectives while making a significant impact on the artistic and fiscal health of the Alliance.
Get inspired. Start your journey here by learning the different Estate & Planned Gift options available to you.
Goals & Benefits in Planned Giving
While we strongly recommend that you consult your financial and/or tax advisor, some of the goals and benefits of planned giving are below.
| Your goals | Your strategy | Your benefits |
|---|---|---|
| Make a gift for the Alliance's future that costs you nothing now. | Include a gift from your will or trust (cash, specific property, or a share of the estate residue). | A great way to help us build financial strength and provide resources that maintain our traditions. |
| Avoid capital gains liability and take an income tax deduction. | Use appreciated securities instead of cash to make your gift. | Buy low and give high — while avoiding capital gains tax. |
| Leave more of your estate to your heirs. | Name the Alliance as a beneficiary of your retirement plan and leave less-taxed assets to your family. | Eliminate income tax on retirement plan assets and free up other property to pass on to your heirs. |
| Get benefits back from the assets you give to the Alliance — and thus make a larger gift. | Create a life-income plan like a charitable gift annuity or a charitable remainder unitrust. | Receive income from your lifetime, receive a charitable deduction, and diversify your holdings. |
| Reduce high tax liability now; gain additional income later. | Establish a deferred gift annuity. | A larger deduction and a higher income rate than our other life-income gifts offer. |
| Create a long-term gift that won't draw funds from your estate. | Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need. | Increase your ability to make a significant gift. |
| Reduce gift and estate taxes and leave more of your assets to your heirs. | Create a charitable lead trust to pay income to the Alliance for a fixed time, then pay the remainder to your heirs. | Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
The Legacy Society
Where prosperity encounters potential
With any planned gift, you are joining the Legacy Society, a group of fellow donors committed to the performing arts.
JOIN NOW or let us know if you've already included the Alliance in your estate plan.
Contact
Caitlin Way, Associate Director of Development, Individual Giving
caitlin.way@alliancetheatre.org // 404.733.4757
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