Planned Giving

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A Bequest to Further Good Work

A Bequest to Further Good Work
Nancy and David were dedicated volunteers at Phoenix Theatre. Over the years, they had the impact of Phoenix Theatre's work in Arizona. They wanted to create a legacy to provide future resources to continue its mission.

David: The work of Phoenix Theatre was important to us. We regularly made cash gifts but wanted to do more. We received their newsletter and noted that we could make a gift from our estate and join the legacy society. We saw a picture of smiling people just like us, and we wanted to be part of that group.

Nancy: We met with our lawyer to revise our wills, and we each included a provision for a bequest to the theatre. Our lawyer put language in the will that allows a percentage of our estate to go to Phoenix Theatre. This was easy to arrange and permits us to still use our assets during our lives if we need them.

David: We told Marisa about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.


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