Planned Giving and the Legacy Club

Making a planned gift is one of the most flexible ways to donate to South Coast Repertory. Estate gifts can be structured to pay income back to the donor or a family member, provide a current income tax deduction, or assist the donor in selling appreciated assets free of taxes.

Deferred estate gifts help the endowment to grow when they are realized, ensuring the future of SCR for the next generation of theatre lovers. At SCR, we have knowledgeable staff and dedicated trustees, who are experts in the field of estate planning, available to answer your questions with no obligation. Please call Susan Reeder, Director of Development, at 714-708-5518 or send her an email.

There are several ways to include SCR in your estate plans.
• A bequest of:: Cash
Securities
Real Estate
• A Charitable Gift Annuity issued by South Coast Repertory
• Naming South Coast Repertory as a beneficiary of any of the following:: Life Insurance
Retirement Plan Assets, such as an IRA
Charitable Lead Trust
Charitable Remainder Trust
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

The Legacy Club

Individuals who make this special commitment to SCR’s future are invited to join a vibrant group of dedicated theatre-lovers who comprise The Legacy Club. Current members include:

Dr. and Mrs. Julio Aljure
Laurie and Bart Brown
Wayne and Dolores Browning
Mr. and Mrs. Carroll D. Bryant
Carolyn Nelson Clark
Mr. and Mrs. Harry J. Doyle
Mr. and Mrs. R. Pat Gilliam
Harriett Grant
Nat and Lotte Hoffman
Dr. and Mrs. Bertram W. Justus
Mr. John P. Kensey
Kershaw Family Trust
Leatherby Family Trust
Richard and Gerrie Leeds
Mr. and Mrs. Douglas S. MacLennan

Hedda Marosi
Carol J. McDonnell
Nancy and Mike Meyer
Denise Caciagli and Michael J. Moon
Randall Family Trust
Marjorie Reday
Carlene F. Rona
Ryna H. Rothberg
Malcolm Schneer
Nola Schneer
The Tepper Family Trust
Fran Walker
Vina Williams Slattery
Harriette Witmer Trust

An individual becomes a member of The Legacy Club when SCR receives written notification that the theatre is included as a charitable beneficiary in a will, trust or other deferred gift instrument.

Basic benefits of membership in The Legacy Club include:: • Subscriber priority
• SubSCRiber newsletters
• Invitations to exclusive events, including seminars, special events and Annual Dinner
• Public recognition in programs and newsletters

For more information about joining The Legacy Club, please call the Director of Development, Susan Reeder, at 714-708-5518 or send her an email. If you have already provided for SCR through a deferred gift and have not informed us, please let us know so that we may thank you and add your name to The Legacy Club list.