Life Stage Gift Planner™

 Over Age 65

At this stage in life, some of the financial issues
you may find yourself dealing with are:

  • Shifting to income-producing assets
  • Increasing cash flow—charitable gift planning can help minimize taxes
  • Maintaining financial stability
  • Anticipating healthcare needs and insurance coverage
  • Concern about the financial future of younger members of the family
  • Review will and estate plans

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.

 

For More Information

  1. Contact Elizabeth Halajian at (312) 334-2460 or ehalajian@harristheaterchicago.org for additional information on designating your gift.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Harris Theater in your plans, please use our legal name and federal tax ID.

    Legal Name: Music and Dance Theater Chicago, Inc.
    Address: 205 East Randolph Drive, Chicago, IL 60601
    Federal Tax ID Number: 36-3930153

Back

© Pentera, Inc. Planned giving content. All rights reserved.