Individual Giving: Planned Giving
Consider an enduring gift to Cal Performances.
A planned gift may enable you to make a more significant contribution than you previously thought possible, while allowing you to meet other financial, philanthropic and estate planning goals.
Cal Performances’ Legacy Circle recognizes those individuals who have expressed their intentions to provide for Cal Performances in their estate plans through any type of planned gift, including a bequest, gift annuity, charitable trust or designation of Cal Performances as the beneficiary of a retirement plan or insurance policy.
Planned gifts can offer you increased annual income, immediate and carry-over tax deductions, and relief from capital gains taxes. And if your gift is made through a bequest, it can defray the tax burden on your heirs.
We are honored to recognize the distinguished individuals who, as members of the Legacy Circle, have had the foresight to sustain the performing arts for future generations.
If you have made a significant commitment to Cal Performances in your estate plan or charitable trust, or if you would like to have a confidential conversation about how to make a planned gift to Cal Performances, please contact Jennifer Sime, Associate Director of Development, Individual Giving, at 510.642.8653 or firstname.lastname@example.org, or review various planned giving options on your own.