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Legacy Gifts
Planning a Gift to Cal Shakes

This section offers ideas that will enable you to be a partner in our mission that everyone, regardless of age, circumstance, or background, discovers the relevance of theater in their lives. Legacy giving provides the resources necessary to sustain excellence and preserve the future of Cal Shakes.

There are as many different ways to support Cal Shakes as there are needs for your support. Planning a gift is more than just finding a need. There are many factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider our quick guide to legacy gifts (Legacy Giving Options) and Factors in Planning.

Legal Name:
California Shakespeare Theater
Tax ID Number:
Sample Bequest Language

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found the means to offer support to the charities and causes that are important to them. Just click on the links below.

Types of Gifts


Assets to Consider

Bequests in Wills and Trusts


Retirement Assets

Charitable Remainder Trusts


Appreciated Stock

Retained Life Estate


Real Estate

Charitable Lead Trusts


Life Insurance

Bargain Sales


Tangible Personal Property

If you have already included California Shakespeare Theater in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. Some of the gift arrangements are revocable and others cannot be changed once established. Some work better with cash and others with appreciated assets. There are many variations, enough so that a giving plan can be tailored to your needs, desires and capabilities. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

link to News and Information pageJoin our e-mail news and information list and receive quarterly e-mails of news relating to legacy giving and of general interest. Just enter your e-mail address and name here and click go. Your e-mail will not be shared (see privacy).

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You can find additional information with our frequently asked questions, glossary, and the site map.

For information on how to become a member of the Legacy Circle or for additional information about making a legacy gift or bequest to Cal Shakes, please click here or contact Megan Barton at 510.899.4922 or

Tax ID: 51-0169452

California Shakespeare Theater (Cal Shakes) is a 501(c)(3) organization. Click here to view or download our 501(c)(3) letter from the IRS.

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Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for California Shakespeare Theater by Future Focus. Please report any problems to section webmaster.