Planned Giving

The California Musical Theatre Foundation accepts and invests legacy gifts to ensure the future of musical theatre. The Foundation is led by a board of directors who provide leadership and guidance in promoting legacy giving and overseeing the investments.

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Testimonials

Mike Tentis & Jeff Farley

"We chose to include the CMT Foundation in our estate plan because we just can't imagine the Sacramento region without the numerous benefits of CMT programs. Music Circus is where we had our first date in 1991 and ever since our lives have been enriched beyond measure by the magic that occurs on CMT stages."

David Austin & Edward Schauberger

"We wanted to give a gift to others. A gift that will keep giving. When arranging our estate planning, we included the California Musical Theatre Foundation. It was a simple decision. We hope our gift will give countless others the opportunity to experience art we love—theater."

Mark Viviano & Randy Triezenberg

"California Musical Theatre has brought quality entertainment to us year after year.  Remembering CMT in our estate plan is our way to keep musical theater alive in Sacramento for future generations to enjoy."

Sandi Redenbach & Ken Gelatt

“We included California Musical Theatre Foundation in our estate plan because we love theatre and want to make sure it is here for future generations.”

Jabe & Journey Hammond

"We've included California Musical Theatre Foundation in our estate plan because we love theatre and wanted to ensure it thrives for generations to come."

The Producers’ Circle

The Producer’s Circle was created to recognize those individuals who share our passion for the American musical, and are committed to securing California Musical Theatre’s future. If you have already arranged such a gift, please let us know so that we can welcome you as the newest member of The Producer’s Circle.
There are many charitable giving options including naming California Musical Theatre Foundation as a beneficiary of your will, a living trust, and a life insurance policy or retirement plan. Your attorney or financial advisor can advise you on the options available.

Your Will

If you would like to make a gift to California Musical Theatre to your will or living trust, or by naming the Theatre as a beneficiary of your financial assets, here is information needed to do so:
Legal Name: California Musical Theatre Foundation
Address: 1510 J Street, Suite 200, Sacramento CA 95814

Retirement Assets

Did you know that retirement plans and accounts funded with pre-tax earnings are often subject both to income and estate taxes when children or others are named as your beneficiaries?

By naming California Musical Theatre Foundation as a beneficiary of your IRA, 401(k) and/or 403(b), you will be assured that every dollar will be used for a charitable purpose (including our arts education programs for children) and shielded from income or estate taxes. You can then work with your advisors to identify other assets that are better suited to leave to your loved ones.

Another great benefit of naming California Musical Theatre Foundation as a beneficiary of your retirement assets is this option avoids the possible delays and various costs associated with probate administration. By making a gift of your retirement benefits to the Foundation, your charitable wishes for our community can be fulfilled with greater ease and efficiency. As always, you should consult with your tax professional before making this gift.

Your future gift will ensure the future of Music Circus and Broadway Sacramento to as strong vibrant contributors to the cultural life of the greater Sacramento region as well as inspire and engage children, teens and families through the education programs and experiencing live musical theatre together.

Many of our Foundation Board of Directors are estate planning professionals who can provide confidential, no obligation consultation to discuss how your estate gift may fit with your overall plan.

For more information about the California Musical Theatre Foundation or a list of estate planning experts, please contact:

Allison E. Cagley, CFRE
Director of Development
California Musical Theatre Foundation
1510 J Street, Suite 200
Sacramento, CA 95814
(916) 446-5880 x 178

Or Send her an Email:

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California Musical Theatre Foundation Tax Identification Number (TIN): #68-0478721