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TRANSFORM YOUR PASSION FOR THEATRE INTO A LEGACY GIFT
As one of the nation’s oldest resident theatres, the Alley Theatre has enriched the lives of Houstonians for over six decades and has notably impacted the cultural life of our city. To help sustain the success of the Alley, a planned or deferred gift is a meaningful way to leave a legacy of support to an organization that has played an important role in your life.
You don’t need to be wealthy to make a planned gift. With thoughtful planning, you have the opportunity to make a significant gift that will benefit the future of the Alley and support both your personal and philanthropic objectives.
Examples of these types of gifts are:
A planned gift is an investment in the Alley Theatre for the benefit of future generations. Your gift will be added to the Alley Theatre’s endowment as permanent capital for the theatre, thus helping to secure the Alley’s long-term financial health and its continued artistic prestige.
In addition, you have the option to designate your planned gift for a particular program or category of theatrical works that have special significance for you. The Alley has established eight endowed funds which range from the creation of new work, production of classical theatre, production of American classics, production of musical theatre, technological development and education funds. The list of the eight funds and a brief description of each are available upon request.
If you have already included the Alley Theatre in your estate plan, please notify us so that we can recognize your generosity and include your name in the Nina Vance Legacy Society.
For more information on this type of charitable giving and how it might benefit you, your loved ones, and the Alley Theatre, please contact Mary Kay Wittrock, Director of Planned Giving, at firstname.lastname@example.org or 713.315.3378.
If you would like free copies of the following publications, please click here and let us know which booklet you would like and your preferred method of mailing.
1. Personal Affairs Record – a 24-page booklet in which you can record in one handy reference all the important legal and financial information needed by you and your family. Checklists include the location of your will and safe deposit box, personal assets and debts, names of personal advisors, insurance policies, retirement benefits, etc. Available by mail and e-mail.
2. Maximize Your IRA – a publication that describes the various types of IRAs why an IRA could be your best planned giving vehicle for making a bequest gift. Available by mail and e-mail.
3. Techniques for Planning a Successful Will – an overall guide on planning a will that includes a checklist of information needed in preparation for your first meeting with your attorney. Available by mail and e-mail.
4. Planning Your Bequests – a publication that illustrates how a well-planned will can help your family and the organizations you care about, through the careful selection of bequests and the use of strategies to reduce taxes.
5. Tips and Traps When Naming Your Beneficiaries - a publication that guides you on choosing beneficiaries for life insurance policies, financial accounts, IRAs and other arrangements.
You can tailor your bequest to meet your needs and wishes by selecting a particular bequest form. Some examples include:
1. A general bequest is for a certain dollar amount of property, usually cash: "I give to the Alley Theatre (Houston, Texas 77002), the sum of $______.
2. A specific bequest directs that the Alley Theatre is to receive a specific piece of property, such as securities: “I give to the Alley Theatre (Houston, Texas, 77002), ______ shares of ______ stock.”
3. A residual bequest designates all or a portion of whatever remains after debts, taxes, expenses and other bequests have been paid: “I give to the Alley Theatre (Houston, Texas 77002), ____ percent of the rest, residue and remainder of my estate.”
Note: Because most individuals do not know what the exact size of the estate will be at death, using a percentage is a more appropriate way to divide an estate. It also enables you to benefit organizations and individuals in relative proportion.
4. A contingent bequest takes effect only under certain conditions: "In the event my spouse does not survive me, I give to the Alley Theatre (Houston, Texas 77002) the sum of $___________.
You can further choose the designation of your gift by adding, “to benefit the Alley Theatre endowment.”
Our legal name is: Alley Theatre
Location: Houston, Texas 77002
Our tax ID number is: 74-1143076
This information is not intended as legal or financial advice. The Alley Theatre strongly suggests that you consult your own legal, tax or financial advisor as to the applicability of any item to your own situation.
1. (L-R) John Feltch as Atticus Finch and Jennifer Laporte as Scout in the Alley Theatre’s production of To Kill a Mockingbird.
Photo by T. Charles Erickson
2. Alley Theatre founder Nina Vance.