1. NAME THE JUNGLE THEATER IN YOUR WILL

How It Works:

  • Include a bequest to the Jungle Theater in your will, trust or estate plan.
  • Indicate a specific amount or a percentage of the balance remaining in your estate or trust.

Benefits:

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to accommodate changing circumstances.
  • You can direct your gift to a particular purpose if you wish, or designate it to general operating expenses.
  • There are potential tax advantages; please check with your tax advisor.

2. DESIGNATE THE JUNGLE AS A BENEFICIARY IN YOUR RETIREMENT PLAN OR LIFE INSURANCE POLICY

How It Works:

  • Name the Jungle Theater as a beneficiary of your IRA, 401(k) or life insurance plan.
  • Designate the Jungle to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to the Jungle after your death.

Benefits:

  • Continue to take regular lifetime withdrawals.
  • You maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • There are potential tax advantages; check with your tax advisor.

3. INITIATE A GIFT OF STOCK OR APPRECIATE ASSETS

How It Works:

  • Transfer appreciated stocks, bonds or mutual fund shares you have owned for more than one year
    to the Jungle Theater.
  • The Jungle sells your securities and uses the proceeds for its programs.

Benefits:

  • You receive the immediate income tax deduction for the fair market value of the securities on the
    date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving stock could be more beneficial to you than giving cash; consult your tax advisor.

 

If you would like to plan a gift to the Jungle, contact:

Robin Gillette
Interim Managing Director
robin@jungletheater.com
612-278-0141