Planned Giving

Planned Giving

Southwest Shakespeare Company is built upon the spirit of philanthropy. Individuals today can continue this legacy by providing for the company’s future through planned gifts that also have specific tax advantages. The following options provide donors with the opportunity to contribute today or leave an ongoing legacy to Southwest Shakespeare Company, while also providing benefits to you. We encourage you to consider your short and long-term goals and to discuss these options with your financial planning, legal, and tax advisers.

Creating and Leaving a Legacy

Through planned giving, donors can enjoy specific tax advantages, often allowing them to make larger gifts than they may have thought possible. Planned gifts to Southwest Shakespeare Company provide long-term financial stability to the state’s only classical theatre, creating a wonderful legacy for the donor and ensuring that Arizona’s future generations continue to benefit from the enrichment of the arts in the state.

The Promise of Planned Gifts

Planned gifts demonstrate your intent to provide for the future of Southwest Shakespeare Company while meeting your current personal, family, and financial needs. The Board President or several Board members are available to discuss your personal financial situation in confidence, answer questions you or your financial advisers may have, provide information about the organization, and offer other related assistance.

Other Ways to Give

There a additional ways to provide planned gifts such as Bequests, Life Insurance policies, Retained Life Estate Deed, Charitable Gift Annuities, Charitable Remainder Trusts and Charitable Lead Trusts. For further information about Southwest Shakespeare Company and any of these options, please email mdpeters@swshakespeare.org or call our offices at 480-435-6868. If you have already included Southwest Shakespeare Company in your estate plans, please let us know so that we may recognize you properly.