Legacy Society2018-09-20T15:44:21+00:00

ACT Donor Circles
The Legacy Society

Keep ACT thriving for future generations! The ACT Legacy Society was formed to honor those who have provided for ACT Theatre in their estate or long-range financial plans. Planned gifts are a strategic way to make a lasting impact on the cultural vitality of our region by safeguarding the future of ACT. Joining the ACT Legacy Society is easy! Simply inform us that you have named ACT – A Contemporary Theatre as a beneficiary of your estate plans. All details of your gift will be held in the strictest confidence. Please let us know your plans for tomorrow so we have the opportunity to thank you today! When you do, we’ll add you to the invitation list for our Annual Legacy Society Lunch.

To discuss planned giving, please contact Clare Hausmann, Director of Development, by emailing clare.hausmann@acttheatre.org.

The purpose of the ACT Endowment is to produce long-term investment results in support of ACT’s artistic, educational and operational efforts. Launched in 2002, the ACT Endowment has now grown to over $2 million. With your added contribution the ACT Endowment can continue to grow, providing the theatre with steady and reliable revenue into the future.

Questions? Contact Jill Robinson, Development Officer at jill.robinson@acttheatre.org.

Gifts in honor or memory of a special occasion, friend, or loved one receive special recognition in ACT’s programs. Recipients of honorary tributes will be personally notified of any gift made in their name. For gifts made in memory, please let the development department know whom to notify of the gift.

Questions? Contact Rebecca Fink at rebecca.fink@acttheatre.org.

ACT is able to accept gifts of appreciated securities, or stock. Should you choose to give a gift of appreciated securities please note our guidelines and stock gift procedures, below:

  1. Notify ACT’s development office of your intent to donate appreciated securities by emailing rebecca.fink@acttheatre.org.
  2. Provide your financial consultant with the Charles Schwab DTC instructions that follow
  3. ALL DELIVERIES MUST INCLUDE YOUR NAME AND SCHWAB ACCOUNT NUMBER
  4. Upon receipt of the shares in good order, Charles Schwab will liquidate the securities in the most cost-effective manner for ACT.
  5. Charles Schwab will document the receipt and sale of the donated stock to you and to ACT.
  6. ACT will issue an acknowledgement letter to you for the amount received from the sale of stock.

ACT – A CONTEMPORARY THEATRE
CHARITABLE DONATIONS DELIVERY

DTC ELIGIBLE SECURITIES:
Charles Schwab & Co., Inc.
DTC # 0164, Code 40
Account #9776-1920

101 Montgomery Street
San Francisco, CA 98104
Tax ID: 94-1737782

PHYSICAL DELIVERY:
If delivering a physical stock certificate, please call us in advance to ensure the proper paperwork is submitted for transfer. This will facilitate timely acceptance and processing of your gift.

Questions? Contact Rebecca Fink at rebecca.fink@acttheatre.org.

ACT Donor Benefits
When a contribution is made through a DAF the donor immediately receives a full tax deduction per IRS rules. Benefits associated with donations are designed to be within the IRS fair market value limits. ACT’s Development Team would be happy to discuss benefit options with you if you have additional questions.

Contact the Development office for more information on the Legacy Society by calling 206.292.7660 x1330

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