Theatre Under the Stars

Endowed Gifts

INVEST IN OUR FUTURE

An endowment gift to Theatre Under the Stars today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Here’s how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Theatre Under the Stars. The remaining funds are reinvested to ensure indefinite support.

CHECK OUT THIS POTENTIAL SCENARIO

Couple Smiling Longtime supporters Susan and Charlie have two goals: First, they want to make sure Theatre Under the Stars continue to receive support after they’re gone. Second, they want to memorialize Charlie’s parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to Theatre Under the Stars, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.

LEARN HOW TO FUND IT

You can create an endowed gift using the following assets:
Cash
Appreciated Securities
Tangible Personal Property
Real Estate

NEXT STEPS

  1. Contact Amy Lampi at 713.558.2647 or AmyL@tuts.com to discuss the possibility of giving real estate to Theatre Under the Stars.

  2. Seek the advice of your financial or legal advisor to make sure this gift fits your goals.

  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