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Planned Giving

Planned giving ensures the future of this important historic and cultural asset and the presentation of the finest performing arts, vital education and community programs.

Through charitable estate planning, you and your family can support the Shubert Theater while receiving financial and philanthropic benefits. Learn how you can keep this essential beacon in our community alive today, tomorrow and for generations to come in a manner that is consistent with your financial goals.

We hope that you will notify the Shubert of plans to include us in your estate plans to give us the opportunity to thank you and recognize your generosity.

The Rewards of Funding a Gift

A gift to the Shubert can be rewarding in so many ways. For the Shubert, you'll allow us to further support the arts. And for you, the benefits vary depending on what assets you use to fund your gift.

The Gift of Cash

It's the easiest way to give, and offers tax-deductible advantages in the year in which you contribute.

The Gift of Securities

Donating long-term appreciated securities offers two rewarding benefits. You can deduct the present market value of your gift; in addition, you will owe no tax on the appreciation in value.

If you have securities on which you have a loss, you could sell them and then donate the proceeds to the Shubert. The benefit for you is that your loss deduction will offset any gains in sales, and of course, you'll enjoy the emotional rewards of your charitable donation.

Keep in mind, 30 percent of your adjusted gross income is the limit on deductibility in any tax year -- any excess is deductible over the next five years.

Bequests

The greatest numbers of planned gifts made to charities are in the form of charitable bequests which transfers assets upon a donor's death by means of a will or a trust.

Life Income Plans

A gift through a charitable gift annuity or charitable remainder trust will provide income to you and benefit the Shubert Theater.

Charitable Lead Trust

A gift through a lead trust will provide income to The Shubert during your lifetime while eventually passing assets on to your heirs.

Life Insurance or Retirement Plan Bequest

By designating the Shubert as a beneficiary of a life insurance or retirement plan when making a charitable bequest may offer significant tax savings to your estate.

The information on this website is not intended as legal or financial advice. The Shubert strongly encourages you to discuss this, and any, planned giving option with your attorney and/or financial advisor.