PLANNED GIVING
PLANNED GIVING
Leave a Legacy for Portland Playhouse
The Portland Playhouse Legacy Circle offers a unique opportunity to help us sustain the work we do for years to come. By arranging your planned gift today, you will enable the community to enjoy shows at Portland Playhouse well into the future. It will also help us continue to offer education programs that directly benefit students.
If you have chosen to include Portland Playhouse in your estate plans, please let us know so we can thank you personally for making such a vital and important commitment to Portland Playhouse. Simply contact Development Director Wendy Mitchell at [email protected].
Beneficiary
Making the Playhouse a beneficiary of your retirement plan is both tax-efficient and as easy as changing the beneficiary form with your IRA administrator and designating Portland Playhouse as a beneficiary.
You can also designate Portland Playhouse as a Life Insurance policy beneficiary. This allows you to provide a large gift and your heirs benefit because proceeds are exempt from estate tax.
Bequest
You can make a bequest through your will or living trust. Here is an example:
“I, [insert your name], bequeath the sum of [insert monetary sum or percentage of my residuary estate] to Portland Playhouse: 602 NE Prescott Street, Portland, OR 97211. Tax ID # 30-0507198.”
What are the advantages of making a planned gift?
- You leave a lasting legacy
- You lessen the burden of taxes on your family
- You may receive estate tax savings
