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The Phoenix Society (Legacy Giving) | Other Ways to Support ASC | American Shakespeare Center
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The Phoenix Society (Legacy Giving)

Share your passion for the American Shakespeare Center, and our mission of making accessible to all the joys of his language and theatre, by providing a lasting legacy for generations to come: a planned gift. 

Keep an eye on this page for the official launch of The Phoenix Society; until then, here are a few of the options available to you:

BEQUESTS
The simplest way to provide for the future of the American Shakespeare Center is to make a bequest in your will. Your bequest language might look like this:

“I, [name], of [city, state, zip], give, devise and bequeath to the American Shakespeare Center in Staunton, VA [specific amount or percentage of the estate or property] for its unrestricted use and purpose." You can also consider a residual bequest, which comes to us after estate expenses and specific bequests are paid, like so:

"I give and devise to the American Shakespeare Center in Staunton, VA all [or state a percentage] of the rest, residue and remainder of my estate, both real and personal, to be used for its unrestricted use and purpose."

Additional information your lawyer might request includes the following:

Full Legal Name: American Shakespeare Center
Address: 20 S. New Street, 4th Floor, Staunton, VA 24401

Tax ID: The ASC is a public charity exempt from income, gift and estate taxes under section 501(c)3 of the Internal Revenue Code. Its federal tax identification number is 54-1487955.

CHARITABLE GIFT ANNUITIES
You may be able to received significant tax and income benefits during your lifetime through planned giving opportunities like charitable gift annuities.

The American Shakespeare Center has partnered with wealth advisors at Union Bank & Trust who have identified annuities for as little as $50,000 which may be of particular interest to our supporters. If you would like to discuss this option, or any other tools that might help you achieve your financial goals, please reach out to our Development Associate Amanda Williams at 540.885.5588, ext. 21 or AmandaW@americanshakespearecenter.com. She would be happy to connect you with advisers at Union Bank & Trust who have financial expertise and share your enthusiasm for ASC.

These are just a few ideas of ways to incorporate your support of the ASC into your estate plans; we highly recommend you consult a financial and/or tax adviser to discuss planned giving options.

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