The Colonial Theatre Society
Legacy Society members are supporters who have made future financial commitments to ensure that, long into the future, the Colonial has the resources required to maintain its considerable facilities and offer exciting programs. This special group of donors include the Colonial Theatre in their estate plans. It’s easy to join since no immediate donation is needed. You simply need to name the Colonial Theatre as a beneficiary in your will or trust, IRA or other retirement plan. Sample language:
“I bequeath _____% of my residuary estate (or $________) to the Association for the Colonial Theatre (ACT), a nonprofit 501(c)(3) charitable cultural organization, located in Phoenixville, Pennsylvania for its ongoing film, live arts, and special programming. Federal Tax I.D. #: 23-2846636.
Donor-Advised Funds
For streamlined, impactful giving, consider a gift from a Donor Advised Fund (DAF). Charitable contributions from a DAF offer:
Simplicity: the donor-advised fund sponsor handles all record-keeping, disbursements, and tax receipts.
Flexibility: timing of your tax deduction can be separate from your charitable decision-making.
Tax-efficiency: contributions are tax-deducible, and any investment growth in the DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes.
Family legacy: a DAF is a powerful way to build or continue a tradition of family philanthropy.
Consult with your financial advisor for full details.
Appreciated Stock or Securities
The Colonial Theatre welcomes and is able to accept gifts of stock and appreciated securities through our broker Schwab. Please notify Kristine Connolly, Advancement Officer, at kristine@thecolonialtheatre.com, in advance of your stock transfer so that we can provide information and properly acknowledge your gift.
Colonial Theatre Donor Privacy Policy
We will not sell, share or trade our donors’ names or personal information with any other entity, nor send mailings to our donors on behalf of other organizations. This policy applies to all information received by the Colonial Theatre, both online and offline, on any Platform (‘Platform’, includes the Colonial Theatre’s website and mobile applications), as well as any electronic, written, or oral communications. To the extent any donations are processed through a third-party service provider, our donors’ information will only be used for purposes necessary to process the donation.
The official registration and financial information of Association for the Colonial Theatre (EIN# 23-2846336) may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, 1-800-732-0999. Registration does not imply endorsement.