Cymbeline Imogen Planned Giving

Planned Giving

You can make a significant gift to OSF in the areas most needed – and gain financial and tax benefits for you and your family.

Cymbeline TributeThere are several types of gifts that first pay income to you and your family and then help OSF. These also can enable you to dispose of illiquid assets in exchange for income and tax benefits. The lead trust is a gift arrangement that can help you transfer wealth to the next generation in a tax-efficient manner.
GIFTS THAT PAY YOU INCOME
You can make a gift to OSF through a trust or annuity that will pay you and/or another beneficiary annual income for life. At the death of the last income beneficiary, the remaining principal is transferred to OSF. Gifts for OSF’s general charitable purposes are most helpful in giving OSF’s leaders the flexibility to apply the funds where needed most. It also is possible to designate your gift for a particular purpose.
TAX BENEFITS
  • Savings on income, capital gains, gift, and/or estate taxes
  • The ability to convert low- or non-income producing assets into a gift with an attractive income stream
  • Professional management and investment diversification
ESTABLISH A LEAD TRUST

It is an opportune time to establish a lead trust.

The American Taxpayer Relief Act of 2012 has permanently extended the $5 million (per individual), $10 million (per couple) gift and generation skipping tax exclusion.  This exclusion, coupled with current low interest rates, creates an ideal environment to establish a charitable lead trust for financial and estate planning.

Your Gift Benefits

text My Fair Lady Planned GivingWE'D LOVE TO SAY THANK YOU...

By letting OSF know about your bequest, you can help us plan ahead to meet our needs.  You also give us the opportunity to thank you and honor you now for the difference you will make long after your lifetime.  We will of course keep your plans in complete confidence if you desire.

WE'RE HERE TO HELP

Do you have a plan in place that reflects your values and leaves the legacy you desire for loved ones and organizations dear to your heart?  If not, our Planned Giving/Development office can assist. Call or email Ed Chetan Edwin, Director of Planned and Major Giving, at 800-628-9530. When you create a planned gift with the Oregon Shakespeare Festival, you become a member of the Southampton Society, which offers you special benefits including invitations to our annual Southampton Society Weekend, access to the Gertrude Bowmer lounge; and acknowledgement in the Oregon Shakespeare Festival Souvenir Program.

This summary was prepared for educational purposes and is not intended as professional legal or tax advice.  Please consult your own legal or tax professional(s) regarding your particular situation.