What is a Charitable Lead Trust?
Individuals with very large estates can use a charitable lead trust to benefit Pacific Repertory Theatre and pass principal to family members with little or no tax penalty.
HOW IT WORKS
You transfer assets to a trust that provides payments to Pacific Repertory Theatre for a term of years. The trust principal goes to your children, grandchildren, or others free of, or at greatly reduced, federal gift and estate tax. (Please note that a generation skipping tax [GST] is imposed on large transfers to grandchildren and others who are more than one generation younger than you.)
To discuss a contribution or show sponsorship, or to find out more about PacRep Theatre's planned-giving program, please call Executive Director Stephen Moorer at 831.622.0700 ext. 104.