PLANNED GIVING
Planned Giving creates partnership opportunities for both the donor and The Eli and Edythe Broad Stage. Determining what gift is right for you is just as important as making the gift. The correct estate plan for you balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.
The Broad Stage wants you to know about some unique financial tools you can use to plan your gift so that it also returns benefits to you.
Did You Know:
- You don't have to use cash to make your gift — donate appreciated securities instead. The deduction is the same as for a cash gift, and you pay no capital gains tax on the transfer.
- Give an asset that may help us more than it's helping you — such as a life insurance policy whose coverage your family no longer needs, or real estate like a second home or a parcel of undeveloped land, or even a collection of artwork that you no longer have room to display.
- You can make a gift that costs you nothing during your lifetime — name The Madison Project Foundation as a beneficiary of your will or revocable trust, or of your retirement plan.
- You can make The Broad Stage a partner in your giving — you can deed us your home but continue to live there.
There are many options in making your long-term plans with Community philanthropy in mind. Please contact Jacki Weber, Donor Relations Associate, at (310) 434-3416, or by email at Weber_Jacki@smc.edu.