Stage West’s Legacy Circle

Why join the Legacy Circle? 

With thoughtful planning, you have the opportunity to make a significant impact on the future of Stage West Theatre.  

Make a gift in your estate plans and join a group of individuals who will take part in the longevity of Stage West for generations to come. Your contribution of any amount ensures your legacy will touch the lives of audience members who walk through our doors, see a play on one of our stages,  or participate in education and outreach programming.

What To Give

  • Cash
    Making a cash donation, writing a check, or giving by credit/debit card is one of the most impactful ways to give to Stage West. Monthly and annually scheduled gifts make even more of a long-term impact. You can also make a donation in memory of a loved one by adding their name to the donation. 
  • Securities
    These include appreciated stocks, bonds or mutual funds. Securities which have increased in value are beneficial assets for charitable giving.  
  • Retirement Plan Assets 
    Retirement plan assets are among the best assets to use for charitable gifts because if these assets are left to your heirs, they could eventually be taxed at a higher rate. 
  • Life Insurance 
    Donating Life Insurance Policies is a wonderful way to leave a legacy of supporting live, local theatre. If Stage West is made a beneficiary of an existing policy, it is a simple way of using your resources to expand your ability to make a significant gift. 

Some Ways To Give 

  • A Gift Through Your Will or Trust 
    A bequest is a gift made through your will or trust. It is one of the easiest ways to give. You can include Stage West in your will or trust by using the following bequest example:
    “I hereby give and bequeath to Stage West Theatre, incorporated as Allied Theatre Group Inc., a not-for-profit corporation in Fort Worth, Texas,  (specific amount, percentage of estate, or specific property) for general purposes.” 
  • Charitable Remainder Trusts 
    A Charitable Remainder Trust allows you to put assets into a separately managed trust that will provide you with income for life or for a specific number of years. If you establish such a trust to benefit Stage West, the trust assets will be distributed to the theatre at the end of the term.
  • Donor Advised Funds 
    Donor Advised Funds are an easy and flexible way to support Stage West. You can contribute to the fund as frequently as you  wish. Immediate tax benefits are received and grants can be recommended to your favorite nonprofit organizations. 

Next Steps: 

You will need the following information to give to your financial advisor as you plan your giving to Stage West: 

Legal name and address: 

Allied Theatre Group (DBA Stage West) 
821 West Vickery Blvd. 
Fort Worth, Texas 76104

Tax ID: 75-2495487

Please consult with your financial advisor or attorney to determine the best way for you to give to Stage West. If you intend on including the theatre in your estate planning and want to join our Legacy Circle, please fill out this intent form, and we will reach out to you. 

The Stage West team appreciates your investment in the long-term stability of the organization, ensuring audiences have access to great, live theatre and quality educational programming  for generations to come.