Planned Giving

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Create an indelible legacy – Join the Standing Ovation Society

The world-class professional theatre and educational opportunities created by Gulfshore Playhouse are made possible thanks to the sustained generosity of loyal patrons like you. By including Gulfshore Playhouse in your estate plan, you are supporting Gulfshore Playhouse’s long-term fiscal stability and leaving a lasting legacy that will allow us to create, engage, and inspire for many years to come.

We understand that the choice to designate a planned gift is a deeply precious and personal one, and we thank you for your consideration. When you become a member of the Standing Ovation Society, you are joining an ensemble of thoughtful and imaginative visionaries who believe, as you do, in the transformative power of world-class professional theatre and educational opportunities in our region. Your gift will touch the lives of all who walk through our doors and ensure our ability to carry out our mission.

If you have already named Gulfshore Playhouse as a beneficiary in your plans, thank you! Please let us know by filling out the form below so we may thank you and connect with you in the future. 

 

If you are interested in naming Gulfshore Playhouse in your plans, we encourage you to discuss your options with an attorney, financial advisor, or estate-planning expert. Planned gifts may offer you additional benefits such as tax benefits, additional income, and flexibility to alter your plans should your circumstances change. If you would like to notify us of your intent or discuss your options, please contact Kimberly Dye at 239-261-7529 or [email protected].

Benefits of Joining the Standing Ovation Society

  • Annual recognition in the Gulfshore Playhouse playbill
  • Invitation to periodic events honoring members of the Standing Ovation Society
  • Invitation to other Gulfshore Playhouse special events

Suggested Language

I give to Gulfshore Playhouse (Federal Tax ID 90-0178566) 1010 5th Avenue S, Suite 205, Naples, FL, 34102 _________________________ (percent of my estate, dollars, property, securities, rest, residue or remainder of my estate) to be used for ______________________________ (however you wish your gift to be used or you may just stipulate “greatest need”).

Ways to Give

  • Bequest

    You can designate Gulfshore Playhouse as a beneficiary of an asset with your will, trust, or beneficiary designation form.

    Ways You Can Define the Amount of Your Bequest
    • A gift of a particular amount of money (e.g., $250,000).
    • A gift of a specific item or items (e.g., 1,000 shares of ABC Corporation).
    • A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid (e.g., you give 25% of the rest, residue, and remainder of your estate). Often called a “residuary bequest,” this approach assures that your family and debts will be taken care of before your estate makes a bequest to Gulfshore Playhouse.

  • IRA Charitable Rollover

    Gifts from your IRA are a smart way to support Gulfshore Playhouse, and may have significant, additional tax benefits depending on current legislation.

  • Charitable Remainder Trust/Unitrust or Charitable Gift Annuity

    A charitable gift annuity or charitable remainder trust enables you to make a contribution (cash or appreciated property) in exchange for payments each year for a specified term or for life. This payment can be made to you or others and the remaining assets are transferred to Gulfshore Playhouse to be used as you have directed. These types of gifts can provide significant income, capital gains, and estate tax savings for you.

  • Types of Gifts

    There are many types of assets that make the best planned gifts.

    • Stocks and Bonds
    • Real Estate
    • Retirement Assets
    • Cash
    • Insurance

Standing Ovation Society Members

Kristen Coury
Glenda and Rich Struthers
Jane and Dave Wilson

Planned Giving Council

The Planned Giving Council is responsible for advising Gulfshore Playhouse on its planned giving initiatives for the purposes of cultivating and soliciting current and legacy gifts to secure the future of the organization. We are grateful to this local industry professionals who volunteer their time to support the Planned Giving efforts of Gulfshore Playhouse.

Ashley Dewji

Ashley Dewji

Planned Giving Council Chair, Board of Directors

Originally from Toronto, Ontario, Ashley Dewji moved with her family in the early 1990s to Scottsdale, Arizona. Ultimately, Ashley’s family...

Dave Wilson

Dave Wilson

Board of Directors, Planned Giving Council Co-Chair

Dr. David A. Wilson has had a broad and distinguished career in the corporate world. He holds an MBA from...

Erika Aron

Erika Aron

Board of Directors, Planned Giving Council

As a resident of New York City, Long Island, and Naples, Erika Aron has devoted herself to philanthropy and leadership...

Mary Beth Crawford

Mary Beth Crawford

Planned Giving Council

Mary Beth Crawford is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the Bonita Springs...

Kelly R. Dee

Kelly R. Dee

Planned Giving Council

Kelly is the President of Naples-based CPA firm Dee & Associates CPAs.  The firm was founded in Naples in 1976. ...

Michael J. Mongin

Michael J. Mongin

Planned Giving Council

A veteran of the financial services sector, Michael Mongin is Senior Vice President – Investments at Moran Wealth Management. With...

Susan Nesbet-Sikusa

Susan Nesbet-Sikusa

Planned Giving Council

Susan Sikuta is a Shareholder at Dentons Cohen & Grigsby P.C. in its Estates and Trusts Practice Group and is...

Cherry W. Smith

Cherry W. Smith

Planned Giving Council

Executive Vice President, Wealth Services Advisor The Naples Trust Company Cherry Smith joined the company with over 30 years of...

Charitable gifts should be considered carefully. Gulfshore Playhouse cannot provide legal or tax advice, however if you would like more information about how your planned gift can support us, please contact Kimberly Dye at [email protected]