Berkeley Repertory Theatre has received Charity Navigator’s 4 stars for a fourth consecutive year! This means that your tax-deductible gift is put to work effectively to bring award-winning theatre productions and education programs to our community.
A charitable remainder unitrust allows you to make a gift to Berkeley Rep while providing yourself or others with income before Berkeley Rep is permitted to use your gift. To create this trust, you irrevocably transfer securities, money or other properties to a trustee, such as a bank or other fiduciary, which manages the assets and pays a fixed percentage of the asset value to you, your designated beneficiaries or both. These income payments are distributed annually or more frequently and can continue for the beneficiary’s life or for a term of up to 20 years. After that period, the remaining assets go to Berkeley Rep to support the Theatre according to your instructions.
In addition to helping you to support artistic excellence at Berkeley Rep, your charitable remainder trust relieves you of the burden of having to manage your assets yourself, and it may provide you with a larger income than those assets are currently earning. In addition, tax benefits may include an immediate charitable deduction, avoidance of capital gains tax upon the sale of any appreciated assets and an eventual estate tax savings.
You have several options to consider when making a gift from a charitable remainder trust. Here are some possibilities.
For more information, to discuss your options or to inform Berkeley Rep of your intentions, please contact Associate Director of Development Daria Hepps at 510 647–2904 or firstname.lastname@example.org.
You can help us make the best use of your gift by telling us about it. We may even be able to show you how to increase the impact of your gift. Please rest assured that we will respect your wishes and your privacy. Conversations about your future plans will be kept strictly confidential.
For more information, to discuss your options or to inform Berkeley Rep of your intentions, please contact Associate Director of Development Daria Hepps at 510 647–2904 or email@example.com, or simply print and mail Berkeley Rep’s Letter of Intent.
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