Planned giving

Pacific Repertory Theatre has been part of the rich artistic and cultural life of the Monterey Peninsula for more than thirty-five years, and is the only professional theatre company in the region. To ensure its future, PacRep offers planned giving opportunities to those who feel passionate about continuing this legacy for future generations.

By including PacRep as a beneficiary in your bequest, trust, retirement plan, insurance policy or a gift of real estate, you will play a vital part in its future. If you have already included PacRep in a bequest or other planned gift, please let us know so that we can thank you personally and give you proper recognition. Your willingness to be listed as a member of the Encore Circle encourages others to follow your example.

Encore Circle benefits

Besides our appreciation for your generous leadership and vision, Encore Circle members receive:

• Recognition in PacRep's printed programs
• Invitations to exclusive Encore Circle events
• Invitations to other PacRep special events
• Opening night dinner and show invitations
• The Encore Circle newsletter
• A tax deduction, when applicable

Bequests: the most popular gift

A bequest in your will lets you pass your gift to PacRep free of estate taxes. You can give stocks or bonds, mutual funds, real estate, cash or any other asset of value. The proper beneficiary wording is Pacific Repertory Theatre, Carmel, California. Because a bequest is revocable, no tax deduction is allowed by law. More about bequests · Sample wording

Life insurance gifts

A versatile tool: transfer ownership of an existing policy to PacRep, or name PacRep as owner and beneficiary of a new one. More about life insurance gifts

Retirement assets: the most tax-efficient

Name Pacific Repertory Theatre as beneficiary, or contingent beneficiary after your spouse, of your IRA, 401(k), 403(b), Keogh or other retirement plan. You keep control of the investments and your distributions. More about retirement plan gifts

Charitable remainder trust: income for life

Donate property or money to PacRep through a trust and receive an income stream for life, while avoiding capital gains tax on appreciated assets. More about charitable remainder trusts · Charitable gift annuities · Life income gifts

Retained life estate: give your home, continue to live there

You, your spouse or another designee continue to live in your home for life; PacRep ultimately sells the property to support its mission, or uses it for Equity actor housing. More about retained life estates · Gifts of real estate

Pacific Repertory Theatre's endowment

PacRep has an established endowment with the Community Foundation for Monterey County. Gifts are held in perpetuity, and the return supports PacRep's operations. You may create a named fund with a minimum gift of $10,000. More about endowment gifts

To discuss a gift, or to learn more about PacRep's planned giving program, please call Executive Director Stephen Moorer or Development Executive John Newkirk at 831-622-0700 ext. 4108, or email contact@pacrep.org.

We make no claims regarding the accuracy of this information or the tax consequences of your use of it. Please consult your own tax, legal or financial planning advisor.