Heart in the Arts Program
What can you do to preserve arts and culture in Lee County?
Think about the ways you or a family member has in some way benefited from the Alliance for the Arts. Possibly it was through participating in an art class, visiting our gallery exhibits, listening to some inspiring music or attending a theatre performance. These are experiences which have enriched your life. As the Alliance has matured and grown over the past thirty years, we have established ourselves as the mainstay of art and culture in Lee County. In order to protect our future to continue our mission to facilitate and promote the arts in Lee County, we have partnered with the Southwest Florida Community Foundation to establish a planned giving program.
If the Alliance has touched your life in some way, our hope is that you will in turn help us continue to touch the lives of many others with your financial support of a planned gift. A gift to the Alliance for the Arts will make a statement about who you are and how you lived your life as a patron and supporter of the arts. If you are interested in learning more about these giving options, many of which are financially beneficial to you during your lifetime, please return the enclosed form. You may also contact The Southwest Florida Community Foundation at 239 274 5900 directly and meet with their financial experts.
Planned Giving Options
Annuities (Gift Annuities) - Annuities can be purchased by a donor, providing fixed income during the donor’s life at a favorable interest rate, enhanced by substantial tax benefits, while making a valuable gift to the Alliance for the Arts at the end of the donor’s life.
Charitable Remainder Trust - A Charitable Remainder Trust provides income from property to the donor, donor’s spouse, or other selected beneficiaries during your lifetime, providing income tax deduction, and yet is a tax exempt gift to the Alliance for the Arts at the death of the named beneficiary.
Bequests by Will - A gift to the Alliance for the Arts through your Will enables you to unlimited enjoyment of your property during your lifetime and that of your spouse, yet make a significant contribution to the Alliance based on a percentage of your remaining estate, a specific amount or a specified asset.
Securities - Securities held longer than one year and then donated to the Alliance for the Arts allow you to receive a charitable deduction for the current fair market value, while avoiding all capital gains tax.
Tangible Assets – Highly appreciated tangible assets can be a substantial gift to the Alliance for the Arts while providing benefits to the donor.
Real Estate – Appreciated property donations may allow the donor a current fair market value income tax deduction while avoiding all capital gains taxes.
Life Insurance – A life insurance policy can be transferred to the Alliance and provide tax benefits to the donor or the Alliance can be a beneficiary or contingent beneficiary of your policy.
One Time Gift - The Alliance is in constant need of facility upgrades or support of specific events, and such designated one-time gifts allow the donor a tax deduction while providing donor recognition and prestige. This will add to the long term viability of the Alliance for the Arts as the premier Southwest Florida facility for arts education and promotion.
All gifts are subject to the Alliance for the Art’s gift acceptance policies, and are tax-deductible as provided by law.
