Planned Giving Program
A planned gift may be as simple as naming The Stanley Theatre as a beneficiary of your 401(k), IRA, pension fund, will, or trust. Other donors may consider a gift annuity or charitable remainder trust which provides income or tax benefits to the donor.
A planned gift lasts long beyond a lifetime. It not only allows you to demonstrate your commitment to opera and arts education, but it can be an important element of you and your family’s overall financial, philanthropic, and estate planning.
The Stanley Theatre is committed to good stewardship of your planned gift. All planned gifts will be added to the theatre’s operating fund unless otherwise specified by the donor.
Ways to Give
Donor Advised Fund
A Donor-Advised Fund (DAF) is often administered by a financial services company or a community foundation. It allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities, like The Stanley Theatre. The new tax code will make DAFs a great tool for non-itemizers who wish to bundle their charitable gifts in one year (in order to get the tax deduction) while ensuring The Stanley Theatre will continue to receive annual support. If considering a donation through a donor-advised fund, please check with your tax adviser for details.
Gifts of stock, especially long-term appreciated stock, provide benefits to The Stanley Theatre and you. The Stanley Theatre can put your stock donations to immediate use and you can: Give away appreciated assets and usually avoid a tax gain, receive the regular charitable income tax deduction if you itemize your taxes, and/or claim a tax deduction for the full fair market value (rather than the cost value) of your stock if you have owned the securities for more than one year. Check with your financial consultant who can tell you how to take advantage of this option. If making a gift via stock transfer, please let us know by contacting 315-724-4000 or Lisa Wilsey at [email protected].
Will or Estate Plans
Planned gifts provide the resources that create extraordinary opportunities and preserve the future of The Stanley Theatre. Making a planned gift enables you to have a profound impact on The Stanley Theatre and may help you make a larger gift than you thought possible. To meet both your financial and philanthropic goals there are many ways to create your legacy—from making The Stanley Theatre a beneficiary in your will or retirement plan, to making gifts that provide you with lifetime income.
Ways you can support The Stanley Theatre and receive significant tax and financial benefits include: Will or Living Trust Provisions, Retirement Plan Beneficiary, Life Insurance, Charitable Lead Trust, Life Income Arrangement, Charitable Gift Annuity, Charitable Remainder Annuity Trust, and/or Charitable Remainder Unitrust. This information is intended only as a guide. Individual circumstances will determine which planned giving opportunity is best for you. We encourage you to consult your attorney or professional advisor before entering any planned giving arrangements.
Employer Match Program
Many places of work have employer match programs that will match you donations to charitable organizations, dollar for dollar, up to a certain amount. Check with your employer or organization to see if they participate. Designate The Stanley Theatre as the recipient of your generosity with the satisfaction of seeing your donation double!