Theatre Under the Stars

Wills and Living Trusts

THE EASIEST WAY TO MAKE AN IMPACT

Interested in helping Theatre Under the Stars with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to Theatre Under the Stars in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

CHECK OUT THIS POTENTIAL SCENARIO

Young family with kidsWhen Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved Theatre Under the Stars and decided to include a bequest of $75,000 to us in their will.
As Tom and Martha’s family grew to include three children, they decided to revise their gift to ensure their children’s future financial security. They met with their attorney and simply revised the bequest language so that their gift to Theatre Under the Stars was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.

NEXT STEPS

  1. Contact Amy Lampi at 713.558.2647 or AmyL@tuts.com for additional information on bequests or to chat more about the different options for including Theatre Under the Stars in your will or estate plan.

  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