Planned Giving Menu

GIFT OPTIONS

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. LEARN MORE

DONOR STORIES

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning. LEARN MORE

ESTATE PLANNING GUIDE

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your favorite causes. LEARN MORE

News

Monday June 25, 2018

Exciting events are happening at Lobero Theatre Foundation
Our News
Thank you for your interest in Lobero Theatre Foundation. Our hope is to serve you and your family with helpful information.
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How Medicare Handles Second Medical Opinions
Savvy Living
Does Medicare cover second medical opinions? The doctor I currently see thinks I need back surgery, but I would like to...
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ABLE Accounts Enhanced Under TCJA
Washington News
In IR-2018-139, the Service explained the new benefits for people with disabilities who have Achieving a Better Life Experience (ABLE) accounts. ABLE accounts are normally funded by annual gifts up to $15,000. An ABLE account beneficiary is a person who became disabled before age 26. Funds in the ABLE account grow tax-free and may cover qualified disability-related expenses for the beneficiary. Qualified expenses include "housing, education, transportation, health, prevention and wellness, employment training and support, assistive technology and personal support services, and other...
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Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to...
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