Estate Planning & Planned Giving for the Okoboji Summer Theatre
What is Planned Giving?
Planned giving is a means by which you can make a considered choice about how you want to use your assets now and after your death. It usually involves financial or estate planning; however, it is not reserved for the wealthy. We would be happy to work with you and your financial and legal advisors if you are interested in leaving a legacy at the Okoboji Summer Theatre through planned giving. Patrons, alumnae and friends who make a planned gift are recognized as members of our Heritage Society.
Some of the benefits of planned giving at the Okoboji Summer Theatre include:
- Financial support of the Okoboji Summer Theatre
- Tax savings for you
- Income for you and your family
- Lower estate taxes after your death
The various types of planned gifts you can make include:
- Bequest – a gift left through your will to the Stephens College Okoboji Summer Theatre
- Life Insurance – designate Stephens College Okoboji Summer Theatre as the beneficiary of your policy or donate your policy to the Stephens College Okoboji Summer Theatre
- Charitable Gift Annuity – a way to provide for you and your family's financial future with a dependable, guaranteed lifetime income (some is tax free) that ultimately benefits the Stephens College Okoboji Summer Theatre
- Charitable Remainder Trust – a way to provide for you and your family's financial future with a dependable, guaranteed lifetime income that ultimately benefits the Stephens College Okoboji Summer Theatre
- Real Estate – donate property or execute a life estate that will allow you to enjoy the property during your lifetime
- Retirement Assets – designate the Stephens College Okoboji Summer Theatre as the beneficiary of your retirement account
- Appreciated Property – donate stock or other appreciated assets to avoid capital gains taxes
For more information, contact:
Shannon Walls
Okoboji Summer Theatre Campaign Director
Office of Development and Alumnae Relations
Stephens College
1200 E. Broadway
Columbia, MO 65215
Phone: (573) 876-7108
Fax: (573) 876-7231
E-mail: sbwalls@stephens.edu
