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PLANNED GIVING

Below are listed the key Planned Giving options that will contribute to the sustainability of Grand Vision Foundation, the Warner Grand and the arts in the community in the long term. Many of these options are a win-win for everyone. We encourage you to consult with your financial advisor to discuss the tax implications of these options. If you decide to participate, you can, but are not required to, commemorate that decision with a letter of testamentary intent.

For those of you who have important memories of the Warner Grand Theatre, and/or you value Grand Vision's guiding principles, this is a call to action. We need to be THERE when we’re gone. It’s time to prepare for that day. I’m asking you to join me in leaving a LEGACY for Grand Vision Foundation, which you have helped nurture and grow.

Bequests
One of the easiest ways to help involves simply naming GRAND VISION FOUNDATION as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of your estate. Estate tax savings may be significant.

Life Insurance Policy and Retirement Assets
Often overlooked by donors, naming GRAND VISION FOUNDATION as a partial beneficiary of these assets can provide support for the organization.

Life Income Gifts
Life income gifts allow you to leave a gift in the care of GRAND VISION FOUNDATION while earning income for yourself during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.

Complex Gifts
If you are a business owner, own real property or have any other type of complex asset, giving options exist that can both help GRAND VISION FOUNDATION and benefit your family financially. 

Legacy Society members become a special part of the GRAND VISION FOUNDATION donor family. They are also honored by GRAND VISION FOUNDATION in the following ways:

Public recognition at the Theatre and Grand Annex as mutually agreed upon;
Tributes in our Grand Vision newsletter and recognition on our website;
Recognition at our Gathering for the Grand gala, and at a pre-gala event.

Please contact me to discuss membership in the GRAND VISION LEGACY SOCIETY. You may make a gift publicly or anonymously. 

Sincerely,

Liz Johnson, Executive Director