Theatre Under the Stars
THEATRE UNDER THE STARS
HOUSTON'S HOME FOR MUSICAL THEATRE
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Charitable Remainder Trusts

DISCOVER A GIFT THAT IS TRULY WIN-WIN

Looking for a way to give Theatre Under the Stars a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.

Benefits of a charitable remainder trust include:

A partial charitable income tax deduction
Potential for increased income
Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

LEARN HOW TO FUND IT
You can use the following assets to fund a charitable remainder trust:

Cash
Appreciated Securities
Closely Held Stock
Real Estate Retirement
Plan Assets
Tangible Personal Property

NEXT STEPS

  1. Contact Amy Lampi at 713.558.2647 or AmyL@tuts.com to talk about supporting Theatre Under the Stars by setting up a charitable remainder trust.

  2. Seek the advice of your financial or legal advisor.

  3. 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.

PLANNED GIVING

POPULAR WAYS TO GIVE

• Wills and Living Trusts
• Beneficiary Designations

GIFTS THAT PROVIDE INCOME

• Charitable Remainder Trusts

MORE WAYS TO GIVE

• Charitable Lead Trusts
• Real Estate
• Memorials and Tribute Gifts
• Endowed Gifts

The Young Society
For Professional Advisors

Amy Lampi
Phone: 713.558.2647
Fax: 713.558.2650
Email: AmyL@tuts.com
800 Bagby, Ste 200
Houston, TX 77002