Special Campaigns: Planned Giving
Legacy gifts are one of the most significant demonstrations of commitment to the community that an individual can make. If you would like to have direct involvement in the cultural enrichment of our community for generations to come, please consider a legacy gift.
Legacy Gifts
A deferred or legacy gift is one which you decide upon now and which provides for your favorite non-profit program later. If you’ve ever wondered how to make a meaningful contribution to the Rep that will have a lasting impact, a gift to the Second Act Legacy Society is one way to do it. At San Jose Rep, your generosity is deeply appreciated and we have some suggestions for your gift planning.
A Bequest in Your Will
This is a great way for friends and donors of the Rep to leave a legacy. Through your will, you can give a specific dollar amount, or you can assign a percentage of your estate. Your gift can be unrestricted or it can be designated for a specific use or program. We’ll be glad to provide more information about your options.
A Life-Income Plan
Consider plans that allow you to set aside assets for the Rep to receive eventually – but in the meantime, provide for your income from the investment of those assets. Many of our donors like the immediate tax deduction this allows, plus the security of knowing they’ll always have a reliable source of income. These plans let you "get something back" from your gift.
Beneficiary Designations
With life insurance policies and individual retirement plans, you can name who is to receive the proceeds at your death. Donating a life insurance policy can be a wonderful means of le veraging your gift. Naming the Rep as the beneficiary of your retirement funds after your death can also result in tremendous tax savings.
For more details on how to arrange a gift through your will or estate plan, talk to your attorney or estate planner.
For more information on making a gift to the Rep’s Second Act Legacy Society, please contact Monika Churchill at 408-367-7293 or monikac@sjrep.com.