Tax Savvy Ways to Give

CenterPoint Legacy Theatre, a 501(c)(3) non-profit, offers several tax-advantaged ways to donate, including Donor-Advised Funds, IRA Charitable Rollovers for those over 70½, and gifts of appreciated securities like stocks or mutual funds.

Other options include donating tickets for a tax-deductible receipt, utilizing employer matching gift programs, or planned giving through wills or trusts. Immediate impact opportunities include donating $500 to dedicate a Second Stage seat plaque or contributing to the Margo Beecher Academy Scholarship Fund, both of which are tax-deductible. For further information, visit CenterPoint Legacy Theatre centerpointtheatre.org/donate/.

DONOR-ADVISED FUNDS

A donor-advised fund (DAF), which is like a charitable savings account, allows you to combine the most favorable tax benefits with the flexibility to support your favorite causes.

How it works

You can easily set up a donor-advised fund through a community foundation or your financial institution. When you contribute to your DAF, you’ll receive an immediate tax deduction, and then you can recommend grants from the fund to charitable organizations (like USUO!) over time.

Why a DAF could be right for you

 DAFs allow you to donate cash, stock, and other assets as charitable gifts over several years

 You may schedule recurring gifts at regular intervals

 You may make USUO the beneficiary of your DAF and create a legacy

 DAFs provide a flexible and easy method of giving if you support multiple charities

 DAFs can be used to complement or replace a private foundation