Planned Giving

 

You can work with the Waukesha Civic Theatre and your financial advisor to plan a gift to support the theatre. Gift planning is the process of creatively structuring a charitable gift so you can give in a way that best meets your charitable goals and your financial and estate planning goals. Planned gifts can provide valuable tax benefits and/or lifetime income for you and your spouse or other loved one. With planned giving you can often leave a larger charitable gift than you thought possible. The most frequently-made planned gifts are bequests made through your will. Other popular planned gifts include charitable trusts and beneficiary designation attached to a tax-deferred retirement asset.