Bequests & Planned Giving
Ensure a legacy of theatre excellence for generations to come.
WILLS AND BEQUESTS
Making a bequest in your will is a simple and effective way to leave a gift or portion of your estate to Bard on the Beach.
Legal name: Bard on the Beach Theatre Society
Charitable Registration #12964 4928 RR0001
A gift to the Bard on the Beach Endowment Fund will be held in trust forever. The annual interest generated will help sustain Bard on the Beach for generations to come.
Bard on the Beach Endowment Fund is managed by the Vancouver Foundation. To make a tax deductible contribution or to transfer securities to the Endowment Fund, simply call our Development office at 604-737-0625 for more information.
You can also make a gift on-line by visiting the Vancouver Foundation website.
Enter Bard on the Beach under 'specific fund'.
A planned gift through life insurance, annuities, or a charitable remainder trust may offer you substantial tax benefits while you are living and/or to your estate upon death.
Contact our Development office to initiate a conversation on how to achieve your philanthropic goals and then discuss the possibilities with your financial advisor.
TRANSFER OF SECURITIES
Transferring publicly traded securities to Bard on the Beach may be a tax smart way to support Bard.
When you donate publicly traded securities* to Bard on the Beach you will not be subject to capital gains tax on those securities. And, you will receive a charitable tax receipt equal to the fair market value of the securities donated.
This can result in significant tax savings versus selling the publicly traded securities, possibly incurring tax, and then donating the net proceeds to Bard on the Beach.
Talk to your financial advisor or tax consultant today for more details and then request a securities transfer form from our Development office at 604-7370625.
*Eligible securities include shares, debt obligations or rights listed on a prescribed stock exchange, a share of the capital stock of a mutual fund corporation, a unit of a mutual fund trust, an interest in a related segregated fund trust or a prescribed debt obligation.
We always recommend you seek professional financial advice before making any significant investment decision.