Planned Giving Interest and Intent Form

Thank you for your interest in making a planned gift to support of South Coast Repertory. Please fill out this form to receive more information or to inform us if you’ve already included SCR in your estate planning.

First and Last Name *

Email *

Address

Address 2

City

State

Zip

Phone

Are you currently considering including South Coast Repertory in your estate plans? *

Yes, I have already included SCR I am interested and want to learn more No, but please keep me informed about legacy giving

If you have already included South Coast Repertory in your estate planning, please complete the fields below to join The Heritage Circle.

I/we have made a provision for a gift in my/our estate plans through a:

Bequest in a Will or Revocable Living Trust Beneficiary Designation in Retirement Plan, Commercial Annuity, or Brokerage Account Life Insurance Policy Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Other (answer below)

Other

Your Gift Amount (Optional)

Please estimate the current value of your planned gift (USD figure or percentage)

I/we would like to inform SCR, for long-term planning purposes, that, as of this date, the value of my/our gift is the monetary amount or percentage of my/our estate specified above. I/we understand that, by stating an amount, my/our estate is not legally bound by this statement and at any time I/we may choose to add, subtract, or revoke SCR as beneficiary of this planned gift. I/we understand that additional recognition and benefits, such as Opening Nights.

Recognition

To encourage others to participate, you may publish my/our name(s) as a Heritage Circle member (enter recognition below) Please consider this an anonymous gift.

Recognition Name

Comments or Questions

All information you provide is kept strictly confidential.