Planned Giving & the Legacy Society
Planned giving is a way you can share your passion for something that’s personally important to you today with generations of the future. It’s a way to leave your individual imprint for countless others to appreciate after you’re gone.
Also known as tax-wise or deferred giving, planned giving allows a donor to leave money or assets to a non-profit at his or her death — a Bequest — or to invest money in order to receive benefits during life, and then bequeath the remaining funds to the nonprofit — a Charitable Gift Annuity. Yet another option is to name the Bardavon as a beneficiary of a retirement savings plan.
These planned giving options are just a few of the many financial instruments that can be adapted to a donor’s particular needs.
Patrons who include the Bardavon in their estate plans receive special recognition in our Legacy Society, starting with a listing in next season’s playbill. To join the Legacy Society or learn more about planned giving, contact AnnMarie Faust, Managing Director of Administration, Development & Finance at 845.473.5288 ext.103.
If you’re passionate about theater, music, dance, historic preservation, arts education, or community – if you care deeply about any or all of the above – please consider the Bardavon in your estate plans. Hudson Valley citizens of tomorrow will be thankful for their inheritance!
© 2014 Bardavon/UPAC
Last modified: 2013-08-27 18:28:38