The term "planned giving" is traditionally reserved for large gifts that often require detailed planning in consultation with an attorney, tax accountant or other financial advisors. Typically, such planning includes a review of your objectives in making the gift, and the impact of the gift on your financial and estate planning.

Among the instruments most frequently used in making a planned gift to the McCallum Theatre are bequests (wills), charitable remainder trusts, and charitable gift annuities. In addition to these gift methods, there are other philanthropic investment instruments that also have important charitable gift applications.

Please click here for further information about making a charitable planned gift.

McCallum Theatre is grateful for the generous service and support of the Planned Giving Committee. Committee members are highly seasoned experts in law, finance and tax planning who volunteer their time to support the mission of the McCallum Theatre. The Planned Giving Committee consists of representatives from our active professional community, retired professionals and volunteers.

Kathie Browne, Attorney at Law
Law Office of Kathie Browne

Nancy Crandall
Muses 100/Patroness Circle

Lantson E. Eldred, Attorney at Law
Lantson E. Eldred, Inc. A Professional Law Corporation

Ronald E. Gother, President
Desert Community Foundation

Jim Hamm, Tax Accountant & Financial Planner
Retired

Richard W. Kite, Senior Vice President of Investments
UBS/City of Rancho Mirage

Andrew Kotyuk, CIMA, Financial Advisor
Merrill Lynch

 

  

Keith Lyrla, Certified Public Accountant
Lund & Guttry

Douglas Martin, Attorney at Law
Douglas Martin, A Law Corporation

Dennis Modrich, CIMA, Senior Investment Management Consultant
Citi/Smith Barney

Karen Vielhaber, CTFA

David M. Wilson, Managing Director
Northern Trust

Richard Zeigler, Financial Advisor
Senior Vice President, Investments
Merrill Lynch

 


    
Thomas M. Head
Senior Manager, Development
Phone: (760) 346-6505, Extension 104
Email: thead@mccallum-theatre.org
  
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