Ways to Give

Depository Name: Enterprise Bank and Trust
Branch Address: 150 N. Meramec Avenue, Clayton, MO 63105
Routing Number: 081006162
Account Number: 1572537
Account Name: The Phoenix Theatre Company

A Donor-Advised Fund (DAF) is like a charitable savings account.  You put money into the fund, get an immediate tax deduction, and then recommend grants to your favorite charities over time. 

Why donors love DAFs 

• Flexible giving: You can support multiple charities whenever you choose. 

• Tax-smart: You get the deduction when you contribute to the fund. 

• Easy to manage: One account, many gifts. 

How it works 

1. Open a DAF with a sponsoring organization (like a community foundation or financial institution). 
2. Contribute cash, stock, or other assets. 
3. Recommend grants to charities you care about—now or later. 

If you have questions regarding creating or making a gift through a Donor-Advised Fund, please contact Julia Haase at j.haase@phoenixtheatre.com

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to The Phoenix Theatre Company that will make a lasting impact. 

Benefits 

• Receive an estate tax charitable deduction 

• Reduce the burden of taxes on your family 

• Leave a lasting legacy to charity 

How a Bequest Works 

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or The Phoenix Theatre Company as part of your estate plan, or you can make a bequest using a beneficiary designation form. 

Ways to Leave a Bequest to The Phoenix Theatre Company 

• Include a bequest to The Phoenix Theatre Company in your will or revocable trust 

• Designate The Phoenix Theatre Company as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension) 

• Name The Phoenix Theatre Company as a beneficiary of your life insurance policy 

Ways to Make a Bequest 

• Percentage bequest - make a gift of a percentage of your estate 

• Specific bequest - make a gift of a specific dollar amount or a specific asset 

• Residual bequest - make a gift from the balance or residue of your estate 

Bequest Intention Form can be found HERE

If you have been so generous as to include a bequest to The Phoenix Theatre Company as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity and welcome you to our Center Stage Legacy Society.

If you have any questions about bequests or the Center Stage Legacy Society, please contact Julia Haase at j.haase@phoenixtheatre.com.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to The Phoenix Theatre Company. 

Benefits

• Avoid paying capital gains tax on the sale of appreciated stock 

• Receive a charitable income tax deduction 

• Further our mission today 

How to Make a Gift of Stocks and Bonds 

By electronic transfer:

Firm Name: Wells Fargo Trade Group
Brokerage Account Name: Phoenix Theatre
DTC: 0141
Brokerage Account #: 27054730

By certified mail:

If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail. 

More on Gifts of Stocks and Bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. Please let us know if you have donated a gift of stock or bonds; oftentimes we will receive the gift without the name of the donor, and it isn’t guaranteed to appear on the month-end statement. We would like to thank you and recognize you for your gift.

If you decide to donate stock, please contact our Director of Development, Marisa Butler, at m.butler@phoenixtheatre.com. We’ll let you know when it arrives.

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, a Qualified Charitable Distribution (QCD), also considered an IRA Charitable Rollover, can help continue our work and provide you with tremendous tax benefits. Giving this way reduces your taxable income, because your gift is not counted as income. 

Benefits of donating with a QCD:

• Avoid taxes on transfers of up to $108,000 from your IRA to qualifying organizations (this amount is adjusted annually for inflation). 

• Satisfy your Required Minimum Distribution (RMD) for the year. (Right now, RMDs are required once you turn 73; for anyone born in 1960 or later, your RMD age will be 75.)  

• Reduce your taxable income, even if you do not itemize deductions.  

• Make a gift that is not subject to the deduction limits on charitable gifts . 

• Help further the work and mission of our organization.  

How This Gift Works:  

• Contact your IRA plan administrator to make a Qualified Charitable Distribution gift from your IRA to us. 
• Your IRA funds will be directly transferred to our organization to help continue our important work. 
• One important rule to keep in mind is that a QCD can only be done from a traditional IRA. You can’t make a QCD from a 401(k) or other traditional retirement account. But once savings are rolled over from a 401(k) to an IRA, you can then take advantage of the QCD tax break.
• Please note that QCD gifts do not qualify for a charitable deduction.  

Questions?  We’re happy to help!  Please contact Julia Haase at j.haase@phoenixtheatre.com. 

Does Your Employer Offer a Matching Giving Program?

Did you know that you can double or even triple your gift to The Phoenix Theatre Company through Corporate Matching Gift Programs? Many employers will match any charitable contributions made by their employees. Please contact your employer’s Human Resources to learn if they will match your gift. If you have any questions, we’re happy to help!

Please contact Peter Figgs, Patron Advancement Manager at p.figgs@phoenixtheatre.com or 602-889-6309.

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to The Phoenix Theatre Company. Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is also an excellent way to give. 

Benefits of Gifts of Real Estate:

• Avoid paying capital gains tax on the sale of the real estate 

• Receive a charitable income tax deduction based on the value of the gift 

• Leave a lasting legacy to The Phoenix Theatre Company 

How to Make a Gift

Your real estate property may be given to The Phoenix Theatre Company by executing or signing a deed transferring ownership. You may deed part or all of your real property to The Phoenix Theatre Company. Your gift will generally be based on the property’s fair market value, which must be established by an independent appraisal.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Benefits of Gifts of Retirement Assets:

• Avoid potential estate tax on retirement assets 

• Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis 

• Receive potential estate tax savings from an estate tax deduction 

How to Make a Gift of Retirement Assets

To leave your retirement assets to The Phoenix Theatre Company, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate The Phoenix Theatre Company as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.  

Please let us know if you have already named us as a beneficiary of your real estate or retirement assets. We would like to thank you and recognize you for your gift. 

Questions?  We’re happy to help!  Please contact Julia Haase at j.haase@phoenixtheatre.com.

A gift of your life insurance policy is an excellent way to make a gift to The Phoenix Theatre Company. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to The Phoenix Theatre Company. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults. 

Benefits of Gifts of Life Insurance

• Receive a charitable income tax deduction 

• If The Phoenix Theatre Company retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums 

• If The Phoenix Theatre Company cashes in the policy, you will be able to see firsthand how your gift supports our charitable work 

• If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work 

How to Make a Gift of Life Insurance 

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include The Phoenix Theatre Company as the beneficiary of your policy. Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift. 

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need! 

Benefits of a Charitable Remainder Unitrust

• Receive income for life, for a term of up to 20 years or life plus a term of up to 20 years 

• Avoid capital gains on the sale of your appreciated assets 

• Receive an immediate charitable income tax deduction for the charitable portion of the trust 

• Establish a future legacy gift to our organization 

How a Charitable Remainder Unitrust Works

1. You transfer cash or assets to fund a charitable remainder unitrust. 

2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free. 

3. The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years. 

4. You receive an income tax deduction in the year you transfer assets to the trust. 

5. Our organization benefits from what remains in the trust after all the trust payments have been made. 

If you have any questions about a charitable remainder unitrust, please reach out to your financial advisor or estate attorney to get started. We would also be happy to assist you and answer any questions you might have. 

You may be looking for a way to receive fixed income for life or a number of years. You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need. 

Benefits of a Charitable Remainder Annuity Trust

• Receive fixed income for life or a term of up to 20 years 

• Avoid capital gains tax on the sale of your appreciated assets 

• Receive an immediate charitable income tax deduction for the charitable remainder portion of your gift to The Phoenix Theatre Company 

How a Charitable Remainder Annuity Trust Works

1. You transfer cash or assets to fund a charitable remainder annuity trust. 

2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free. 

3. The trust is invested to pay fixed income to you or any other trust beneficiaries you select based on a life, lives or a term of up to 20 years. 

4. You receive an income tax deduction in the year you transfer assets to the trust. 

5. Our organization benefits from what remains in the trust after all the trust payments have been made. 

More on Charitable Remainder Annuity Trusts

If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays a fixed amount each year based on the value of the property at the time the trust is funded. 

If you have any questions about a charitable remainder unitrust, please reach out to your financial advisor or estate attorney to get started. We would also be happy to assist you and answer any questions you might have.