Do you care about the future of Berkshire Theatre Group?
Bring that caring forward. Securing
BTG is within our reach. A Legacy Gift in any amount is meaningful to BTG and to you. The arts are for the ages and in our time we should protect them. Consider how you would wish to be remembered, then join the BTG Legacy program. I did and it gives me a peaceful feeling of completion. In my time, I cared. After my time, my caring will continue.
– Bobbie Hallig, Berkshire Theatre Society Member
Here are some of the many ways you can support Berkshire Theatre Group through your estate plan:
Bequests and Retirement Plans
A will provision allows you to make a substantial contribution to BTG without diminishing the assets available to you during your life. Since bequests are deductible from your taxable estate, significant estate tax savings may be possible. If you name BTG as a beneficiary of your retirement plan, you also avoid income tax when BTG receives its share of your plan.
Charitable Remainder Trusts
You can use an irrevocable trust to provide yourself and/or a loved one with a fixed annual income or an income which varies with the value of the trust. Part of your gift qualifies for an income tax deduction, as calculated with IRS tables. At the death of the last income beneficiary, the remainder of the trust is distributed to BTG.
Real Estate with Retained Life Estate
A residence or other real property may be given to BTG as an outright gift, or you may prefer to give your residence, farm or vacation home and retain the right to occupy it for life. You get a charitable deduction in the year you arrange your gift.
When you give a life insurance policy to BTG, the cash surrender value of the policy or the cost of a replacement policy is deductible as a charitable contribution. If you continue to pay premiums after your gift, these premiums are also deductible.
These are a few of the many Planned Giving opportunities. When considering a planned gift be sure to consult your financial and legal advisors.
Information for Financial Advisors:
Legal Name: Berkshire Theatre Group
Federal Tax ID Number: 04-6134497
Address: 111 South Street Pittsfield, MA 01201
For information on our support opportunities:
Please contact a member of our Donor Relations Team at (413) 448-8084 x 102.
The information on this website is not intended as legal or tax advice. Please consult with your attorney, financial, or tax advisor.