LOYALTY, COMMITMENT, LEGACY
Established to recognize and honor donors who choose to play a lasting role in changing lives, one story at a time by including a bequest or other planned gift to Northern Stage in their estate planning, Legacy Society Members enjoy benefits and recognition now for their future gift. Members receive invitations to an exclusive Legacy Society annual event, access to all Director’s Circle Insider Events, and special acknowledgement in published donor recognition materials such as our season programs.
Planned giving is a unique charitable tool that provides future financial security to Northern Stage while offering you and your estate significant tax and other financial benefits. If you have already named Northern Stage is your estate planning or are interested in learning more, contact Director of Development Amanda Rafuse at 802-296-7000 ext 117. To be recognized as a Legacy Society Member, we ask that you share your intended gift with Northern Stage with a copy of the pertinent documentation as listed below.
Thank you for making a timeless commitment to changing lives, one story at a time.
A Gift through your Will or Trust
A gift through your will or revocable trust is a simple and meaningful way of remembering Northern Stage that may be directed where most needed. A sample clause to share with your attorney and Northern Stage is:
I give to Northern Stage Theatre Company, a Vermont not-for-profit corporation whose address is PO Box 4287, 76 Gate St., White River Junction, VT 05001, federal non-profit tax identification number:04-3387268 the sum of $_________ or _____ % of the residue of my estate for its general purposes.
Charitable Gift Annuity or Charitable Remainder Trust
A charitable gift annuity or charitable remainder trust enables you to make a contribution to Northern Stage in exchange for payments each year for a specified term or for life. This payment can be made to you or others you choose. Your gift is invested for the specified term or life and then the remaining assets are transferred to Northern Stage to be used as you have directed. These types of gifts can also provide significant income, capital gains and estate tax savings for you.
Life Insurance that you no longer need for your family security may be donated to Northern Stage by transferring ownership of the policy or naming the theater as a beneficiary. Your estate may be entitled to a charitable deduction for the proceeds passing to Northern Stage.
Retirement Plan Assets
The designation of Northern Stage as a beneficiary of retirement plan benefits may be a very savvy tax-wise gift strategy. Our charitable tax status exempts retirement benefits from estate and income taxes that your individual heirs could incur if you were to give retirement plan assets to them.
Northern Stage’s Official Name, Address and Tax ID
Northern Stage Theater Company
PO Box 4287
76 Gate St.
White River Junction, VT 05001
Tax ID #: 04-3387268
To discuss the many ways your planned gift can influence the future of Northern Stage, please contact Amanda Rafuse, Director of Development, 802-296-7000 ext. 117.
Northern Stage is a proud member of Leave a Legacy New Hampshire/Vermont.