What is a Planned Gift?
Planned gifts are contributions arranged in the present to be allocated at a future date. These gifts are often part of a donor’s overall financial or estate planning and can include bequests, trusts, annuities, and other financial instruments. By including the Utah Shakespeare Festival in your long-term financial plans, you ensure that we can continue to bring the works of Shakespeare and other playwrights to life for generations to come.
Why Consider a Planned Gift?
Lasting Legacy: Your planned gift creates a lasting legacy that reflects your commitment to the arts and education. It ensures that your passion for theatre continues to inspire others.
Tax Benefits: Many planned gifts offer significant tax advantages, helping you to maximize the benefits to your estate and your heirs.
Flexibility: Planned gifts can be structured to meet your financial needs and philanthropic goals. Whether you choose to give a specific amount or a percentage of your estate, your gift will make a meaningful impact.
Sustained Support: By planning your gift today, you help secure the Festival’s future, allowing us to plan and innovate with confidence.
How to Make a Planned Gift
Bequests: Include the Utah Shakespeare Festival in your will or living trust. This is one of the simplest ways to make a lasting impact.
Beneficiary Designations: Name the Festival as a beneficiary of your retirement plan, life insurance policy, or financial accounts.
Charitable Remainder Trusts: Establish a trust that provides income to you or your loved ones for a period, after which the remainder goes to the Festival.
To discuss planned giving, please contact Emily Cacho at 435-586-1970 or email at emily@bard.org.