Planned Giving is a powerful way to help Dakota Stage continue to bring live, community theater to the Bismarck/Mandan region. Some options for planned giving are outlined below. As with any financial consideration, please consult a qualified advisor.

Wills

You can leave a specific sum, a specific asset, a percentage of the overall estate or “whatever is leftover” after you have provided for your loved ones. This type of gift is also sometimes called a Bequest. In general, there is an unlimited deduction of charitable bequests against the value of an estate, making it a powerful tool for reducing estate tax. Bequests can be made to “Dakota Stage Ltd.”

Life Insurance

You can name the Dakota Stage Ltd. as the full or partial beneficiary or beneficiary and owner on a life insurance policy.

Securities

Donating stocks, bonds or mutual funds may provide a charitable deduction without the taxes generated from selling the asset.

Trusts

It’s a good idea to talk to experts who can help you figure out the right trust for you and your family. There are different types to consider, like living trusts, charitable lead trusts, and charitable remainder trusts.

Charitable Gift Annuity

Gift annuities offer several benefits, including an immediate income tax deduction, potential avoidance of capital gains tax, and the possibility of increased income based on the asset used to fund the gift annuity.