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Types of Planned Gifts

Choosing the right planned gift depends on your personal circumstances and financial goals.

Cymbeline Imogen and Posthumous textRequest a Personal Gift Illustration

For customized gift strategies to help you support OSF’s activities and provide significant benefits to you and your family contact

Ed Chetan Edwin, Director of Planned and Major Giving

541.482.2111

CHARITABLE REMAINDER TRUSTS (CRT)

charitable gift annuity flow chart

A charitable remainder trust is a separate tax-exempt account into which you transfer your gift.  OSF will act as trustee and thus handle the investment of the trust assets as well as legal and accounting administrative matters.

OSF can pay you a percentage of the trust’s value as income, typically 5%.  As the value of the trust changes so too does your income.

Alternatively, OSF can pay you a fixed income payment each year based upon a percentage of the funding amount of the trust.

Benefits

  • Quarterly income for life; support for your spouse or other beneficiaries
  • Potential for growth of income over time
  • Investment diversification
  • No capital gains tax on gifts of appreciated assets
  • Charitable income tax deduction
  • Gift and estate tax savings
  • Investment management services with no separate management fee
  • Significant future support for OSF
CHARITABLE GIFT ANNUITIES

A charitable gift annuity is a simple contract between you and OSF that offers a way to provide for income during retirement. A gift annuity can be established for one or two annuitants.

You can begin to receive income right away, or at a predetermined future date. You also can decide when the payments begin within a future time frame, determined when you make your gift. In any case, your income is taxed at a favorable blended rate.

Benefits

  • Steady, guaranteed lifetime payments, secured by the assets of OSF
  • Charitable income tax deduction
  • Avoidance of capital gains tax
  • Savings on gift and estate taxes
  • Supplement retirement planning without contribution limitations
  • Future support of OSF

Guidelines

  • Minimum gift of $15,000
  • Payments can begin at age 65 for current gift annuities
  • Can be funded with cash, stocks, bonds, mutual funds, or other property
CURRENT GIFT ANNUITY RATES
Income rates are based on your age when quarterly payments begin.

 Your Age Annuity Rate
 65  4.7%
 70  5.1%
 75  5.8%
 80  6.8%
 85  7.8%
 90+  9.0%

ABOUT DEFERRED GIFT ANNUITIES

For those who do not need income right away, the deferred payment gift annuity allows you to make a gift now but delay the payout for a year or longer. 

Benefits

 

  • Higher annuity payments because of the deferral date
  • Higher tax deduction that can be taken in the year you create the annuity
  • Steady, guaranteed lifetime payments, that will begin at a specified future date
  • Supplement retirement planning without contribution limitations
  • Avoidance of capital gains tax
  • Savings on gift and estate taxes
  • Future support of OSF

Deferred Gift Annuity Rates 

Your Age(s)

 

 

Annuity Rate
 in 5 years

 

 

 65  7.6%
 65/65  6.2%
 70  8.5%
 70/70  7.5%
 75  9.8%
 75/75  8.3%
 80  11.1%
 80/80  9.5%

 

Income rates are based on your age or the ages(s) of your beneficiary (ies) when quarterly payments begin.

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.