Charitable Lead Trusts
PROVIDE FOR YOUR LOVED ONES AND THEATRE UNDER THE STARS
Do you want to benefit from the tax savings that result from supporting Theatre Under the Stars, yet you don’t want to give up any assets that you’d like your family to receive someday? You can have it both ways with a charitable lead trust.
There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to Theatre Under the Stars and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust’s assets go up in value, for example, the payments to Theatre Under the Stars go up as well.
Contact Amy Lampi at 713.558.2647 or firstname.lastname@example.org to talk about supporting Theatre Under the Stars by setting up a charitable lead trust.
Seek the advice of your financial or legal advisor.
If you include Theatre Under the Stars in your plans, please use our legal name and federal tax ID.
Legal Name: Theatre Under The Stars
Address: Houston, TX
Federal Tax ID Number: Please contact us for our federal tax ID number.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
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800 Bagby, Ste 200
Houston, TX 77002