Support Our Mission

Legacy Giving

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Plan a Gift That Will Change Lives

The Encore Society provides an opportunity for donors to show their commitment to the Orpheum Theatre Group’s future by making a planned gift. There are many ways to support the Orpheum’s cultural and educational programs as well as our preservation and restoration efforts while receiving tax benefits for yourself, your family, and your heirs.

If you have already included the Orpheum Theatre Group in your estate planning, please let us know. We would like to recognize you and thank you for being a part of the Encore Society.

Ways to Plan Your Gift

Bequests

Interested in helping the Orpheum but aren’t ready to write a check or part with your assets today? A simple, flexible, and versatile way to ensure your support for years to come is by making a gift outlined in your will or living trust, known as a charitable bequest.

Download recommended language to use when making your bequest.

Beneficiary Designations

Name OTG as a beneficiary to receive assets such as retirement plans and life insurance policies after your lifetime. It’s an easy and flexible way to give. You aren't locked into the choices you make today; you can review and adjust beneficiary designations any time. And because OTG is tax-exempt, the organization receives all, rather than just a portion, of your gift.

IRA Charitable Rollover

If you are 70 1/2 years old or older, you can give up to $100,000 from your IRA directly to the Orpheum without having to pay income taxes on the donation. If you are 72 years or older, this will satisfy your Required Minimum Distribution. Your gift will be put to use today, allowing you to see your philanthropic dollars at work and jump-starting the legacy you would like to leave.

Accounts other than IRAs that also have RMD requirements at age 72 include SEP IRAs, SIMPLE IRAs, 401(k)s, and 403(b)s.

Gifts of Appreciated Stock

By donating stock that has appreciated for more than a year, you are actually giving 20 percent more than if you sold the stock and then made a cash donation. Plus, you are still eligible to deduct the full fair-market value of the asset you donated from your income taxes, up to the overall amount allowed by the IRS. Remember that your appreciated assets can also include assets that are not publicly traded.

Memorial and Tribute Gifts

Establishing a memorial or tribute gift is a meaningful way to honor a loved one's life or celebrate a special occasion while supporting the Orpheum Theatre Group. Your memorial or tribute gift will expand your loved one's legacy and make a difference in the lives of our students and in our beloved theatres.

Endowed Gifts

Safeguard the future of the Orpheum by making an endowed gift. Your gift is an investment in the Orpheum Theatre Group’s future, helping our education programs grow and providing funding for preservation and restoration for years to come. The principal is invested, and a portion of the principal’s earnings are used each year to support our mission.

Intent Form

Let us know if you have already included the Orpheum Theatre Group in your estate planning or plan to make a gift. Download our intent form and return it to Tracy Trotter at trotter@orpheum-memphis.com.

For more information

Tracy Trotter
Vice President of Development
901-529-4299
trotter@orpheum-memphis.com

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. State law may further impact your individual results.