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Bequests and Other Planned Gifts

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Legal Name:
California Shakespeare Theater
Tax ID Number:
51-016-9452
Sample Bequest Language:
click here

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The following pages will offer ideas as to how you can be a part-truly a partner-in shaping and developing the future through your gifts and support of Cal Shakes. You can help us encourage everyone to discover and recognize the relevance of Shakespeare and the classics in their lives.

 

RECENT NEWS! Congress has passed a new law extending the IRA charitable rollover. For more information, click here.

 

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 a lot of 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 some of the factors in planning for the future. And check out our chart briefly describing some of the charitable means that are available to you, under How Can I...?

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 ways to support the needs of others and causes that are important to them, the way Cal Shakes is important to you. In turn, they have enriched their own hearts as well. Just click on the links below.

Wills and Bequests Gifts of Appreciated Stock
Gifts of Real Estate Charitable Remainder Trusts
Gifts of Retirement Assets Gifts of Life Insurance
Charitable Lead Trusts Bargain Sales

 

Christopher Kelly (top) and Shawn Hamilton (bottom) in Pericles (2008); photo by Kevin Berne.
Scene from the 2008 production of Pericles

If you have already included Cal Shakes 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.

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. Individual circumstances will vary; as with all tax and estate planning, please consult your attorney or estate specialist. 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.

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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.