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
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
Transferable on Death (TOD) Gifts
Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support Lobero Theatre Foundation. Our advisor suggested a simple solution naming Lobero Theatre Foundation as a beneficiary of one of our mutual funds.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that Lobero Theatre Foundation will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support Lobero Theatre Foundation, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.