Planned Giving

Create an indelible legacy – Join the Standing Ovation Society

We understand that the choice to designate a planned gift is a deeply precious and personal one, and we thank you for your consideration. When you become a member of the Standing Ovation Society, you are joining an ensemble of thoughtful and imaginative visionaries who believe, as you do, in the transformative power of world-class professional theatre and educational opportunities in our region. Your gift will touch the lives of all who walk through our doors and ensure our ability to carry out our mission.

If you are interested in naming Gulfshore Playhouse in your plans, we encourage you to discuss your options with an attorney, financial advisor, or estate-planning expert. Planned gifts may offer you additional benefits such as tax benefits, additional income, and flexibility to alter your plans should your circumstances change.

If you would like to notify us of your intent or discuss your options, please contact Lisa Halsey at 239-261-7529 or lhalsey@gulfshoreplayhouse.org or fill out the form below:

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Benefits of Joining the Standing Ovation Society

• Annual recognition in the Gulfshore Playhouse playbill
• Invitation to periodic events honoring members of the Standing Ovation Society
• Invitation to other Gulfshore Playhouse special events

Suggested Language

I give to Gulfshore Playhouse (Federal Tax ID 90-0178566) 2640 Golden Gate Parkway Suite 211 Naples, FL 34105 _________________________ (percent of my estate, dollars, property, securities, rest, residue or remainder of my estate) to be used for ______________________________ (however you wish your gift to be used or you may just stipulate “greatest need”).

Ways to Give

Bequest

You can designate Gulfshore Playhouse as a beneficiary of an asset with your will, trust, or beneficiary designation form.

Ways You Can Define the Amount of Your Bequest

• A gift of a particular amount of money (e.g., $250,000).
• A gift of a specific item or items (e.g., 1,000 shares of ABC Corporation).
• A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid (e.g., you give 25% of the rest, residue, and remainder of your estate). Often called a “residuary bequest,” this approach assures that your family and debts will be taken care of before your estate makes a bequest to Gulfshore Playhouse.

IRA Charitable Rollover

Gifts from your IRA (up to $100,000) are a smart way to support Gulfshore Playhouse, and may have significant, additional tax benefits depending on current legislation.

Charitable Remainder Trust/Unitrust or Charitable Gift Annuity

A charitable gift annuity or charitable remainder trust enables you to make a contribution (cash or appreciated property) in exchange for payments each year for a specified term or for life. This payment can be made to you or others and the remaining assets are transferred to Gulfshore Playhouse to be used as you have directed. These types of gifts can provide significant income, capital gains, and estate tax savings for you.

Types of Gifts

There are many types of assets that make the best planned gifts.

• Stocks and Bonds
• Real Estate
• Retirement Assets
• Cash
• Insurance

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Standing Ovation Society

Mary and Phil Beuth
Kristen Coury
Tom and Nancy Gallagher
Elizabeth and Jim Jessee
Glenda and Rich Struthers
Ms. Patricia Sweet and Mr. Bill Marsh
Jane and Dave Wilson

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Articles Written by the Planned Giving Council