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Leave a Legacy through Planned Giving

Planned gifts are increasingly important to the continued stability of Broadway Center for the Performing Arts. There are a range of gift planning opportunities that allow you to make a lasting difference at the Broadway Center while meeting your personal financial and philanthropic goals.

If you have already included the Broadway Center in your estate plan, or you would like more information about legacy gifts, please notify us by downloading our printable Legacy Gift Notification/Interest Form and mail to:

Broadway Center for the Performing Arts
Development Office
901 Broadway, Suite 700
Tacoma, WA 98402

Gift Planning Options

There are many ways to make a planned gift to the Broadway Center that will ensure the continued stability and protect our outstanding venues for future generations. Some popular options follow. Be sure to consult your legal and financial advisors regarding the applicability of the information below to your situation.

Bequest

You may specify a specific dollar amount or property, a percentage of your estate, or the residual after other designations are fulfilled. You may also designate the funds to our general operating budget or to the endowment fund. View our Sample Bequest Language.

 

Beneficiary Designation

You can name The Broadway Center For the Performing Arts as a designated beneficiary of many different assets — your IRA; 401(k), 403(b), or other qualified retirement plan; life insurance policy; commercial annuity contract; bank account; or brokerage account.

 

Charitable Remainder Trust

A charitable remainder trust pays you and/or your loved one an income stream for life or a specified number of years. Upon the trust's termination, The Broadway Center receives the remaining assets held by the trust.

 

Charitable Lead Trust

A charitable lead trust makes payments to The Broadway Center for your lifetime or a specified number of years. At the end of the trust term, the remaining assets are either returned to you or distributed to your heirs.

 

Retirement Assets

This includes IRAs (regardless of the type of IRA) and most qualified retirement plans, such as 401(k) and 403(b) plans. Request a Beneficiary Designation Form from your plan administrator and designate The Broadway Center For the Performing Arts as a beneficiary of either a percent or a dollar amount.

 

Life Insurance Policies and Commercial Annuity Contracts

Simply complete and return to the insurance company a form designating that The Broadway Center For the Performing Arts will receive all or a portion of the death benefit associated with a life insurance policy or the remaining contract value, if any, associated with a commercial annuity.

 

Bank Account

You can instruct your bank to pay to The Broadway Center For the Performing Arts all or a portion of what remains in a checking or savings account. Your bank can provide you with the appropriate beneficiary designation form.

 

Investment Account

You can instruct your investment company to transfer to The Broadway Center For the Performing Arts some or all investments held in the account at the time of your passing. Your broker or agent can let you know the process for doing this — it may be as simple as adding “T.O.D. to The Broadway Center For the Performing Arts” after your name on the account.

 

Outright Gifts of Other Assets

Broadway Center supporters may contribute not only cash and securities, but also, in some cases, real estate, savings bonds and commercial annuities.

Employee stock options may or may not be transferable, depending on your company's plan. Even if they are not transferable, you can arrange charitable gifts so that the tax payable upon exercise of the options will be substantially reduced.

 

What gift is right for you?

The Broadway Center encourages you to speak with your attorney or other professional advisors before deciding on a course of action. Our staff would be pleased to provide you and your advisors with additional information on estate gifts.

For more information, please contact David Fischer, Executive Director at 253.591.5582 or This email address is being protected from spambots. You need JavaScript enabled to view it..