Planned Giving | Croswell Opera House

Making the Croswell a part of your estate planning does more than just help your community … it also can have huge financial benefits for both you and your family!

By including the Croswell in your long-term financial plans, you can make a positive impact on people’s lives for many generations to come.

To learn more about planned giving opportunities at the Croswell, please contact Kyrie Bristle at 517-263-6868 or kbristle@croswell.org.

Your Legacy, Your Way

Bequests From Your Will

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to the Croswell that will make a lasting impact.

Life Insurance As A Designated Gift

If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to the Croswell.

Charitable Gift Annuity

A charitable gift annuity can provide you with a secure source of fixed payments for life, reducing the uncertainty of stock and real estate markets fluctuations.

Charitable Remainder Trust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you are considering selling property and are looking for a way to save on taxes related to that sale while you also plan for retirement. Consider a charitable remainder unitrust.

Charitable Remainder Annuity Trust

This plan allows you to receive a fixed income for life or a number of years. It’s a good choice, especially if you are concerned about the high cost of capital gains tax with the sale of an appreciated asset or if you recently sold property and are looking for a way to save on taxes and plan for retirement. With this plan, you transfer cash or assets to fund a charitable remainder annuity trust.

Charitable Lead Trust

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, consider a charitable lead trust. With this plan, you make a contribution of your property to fund a trust that pays income to the Croswell for a number of years. You receive a gift or estate tax deduction at the time of your gift.

Thank you to the friends who have joined the 1866 Society by making the Croswell part of their estate plans!

Anonymous
Frank & Shirley Dick
Reide Garnett
Michael Jacobitz & Pi Benio
Denis & Carol Jodis
Brittanie & Allison Kuhr
Richard & Renee Merchant
Prosser M. Watts
Karen & James Wimple