Planned Giving
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 kdye@gulfshoreplayhouse.org.
Benefits of Joining the Standing Ovation Society
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
Individual Retirement Account (IRA) owners over age 70½ may make a transfer of up to $100,000 per year to qualified charities, including Gulfshore Playhouse. IRA charitable rollovers are tax-free and not included in adjusted gross income. An IRA charitable rollover may fulfill part or all of your required minimum distribution (RMD).
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
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 kdye@gulfshoreplayhouse.org.