Santa Cruz Shakespeare created the Tilly Shaw Legacy Society to celebrate and thank those individuals who share in our mission to create and strengthen our community through the power of theatre. Those who remember Santa Cruz Shakespeare through a will, trust, designation or other planned gift, can be recognized as a member of the Tilly Shaw Legacy Society.
Making a planned gift is easy.
Planned giving can provide you with the opportunity to use long-term deferred gifts to integrate your financial and estate planning with your charitable giving. Whether you give money or other property outright, retain an income or access to property for your lifetime, or make a gift that is otherwise completed in the future, there are special opportunities that may allow you to give more than you might have otherwise thought possible.
Planned gifts offer many advantages:
- Reduce estate taxes
- Provide a life income stream
- Receive a current income tax deduction
- Reduce or avoid capital gains tax
- Support the work of Santa Cruz Shakespeare
How can I give?
Bequests from a will or trust are the most common way to leave a gift. Some people set aside a certain dollar amount. Others leave a percentage of the estate or assets left over after providing for their family. Others have made Santa Cruz Shakespeare the beneficiary of 401K/IRA plans or insurance policies. All qualify a person or couple for membership in the Society. For detailed options, please see the list on the right sidebar of this page.
A percentage of each Legacy Society gift will go directly to the Santa Cruz Shakespeare Endowment Fund, held at the Community Foundation Santa Cruz County, in perpetuity to support the longevity and strength of Santa Cruz Shakespeare for generations to come.
Your gift will be completely confidential.
We will not ask how much is being left to Santa Cruz Shakespeare and you can always remain anonymous in your philanthropy. However, too often, gifts can be are unrecognized because we are unaware of these special gifts until the donor has passed away. At these times, proper appreciation cannot be expressed and questions regarding the specific purpose of the gift may remain unanswered. The Tilly Shaw Legacy Society also provides us a way to recognize and thank our donors during their lifetime(s), and ensure that your wishes are properly documented. In addition, participants are an inspiration to others to look toward the future and learn how they too can have an enduring impact on the organization they care about.
We are pleased to recognize the people who are planning gifts today that will provide significant benefits in the future. The following Tilly Shaw Legacy Society members have combined their affection for the Santa Cruz Shakespeare with their desire for sound financial planning:
Mike Ryan and Don Watson