Planned Giving

Secure McCarter’s future and craft smart financial plans for you and your loved ones by including charitable giving in your estate plans. For every situation, there is a planned giving vehicle that meets your needs. Learn more below. 

We are excited to speak with you about how your gift can help secure McCarter's future, contact Allison Whitehall, Leadership and Planned Giving Director at 609-258-4646 or awhitehall@mccarter.org. When considering gifts from your estate please also seek the advice of your financial or legal advisors.

Have you already included us in your plans? We'd like to honor your commitment. Let us know by filling out this form!

  • You can designate McCarter as a beneficiary of your estate through a will or trust with either a specific or residuary bequest. Example language includes:  

    “I give, bequeath, and devise $(dollar amount or description of gift) to the McCarter Theatre Company now or formerly in the Borough of Princeton, 91 University Place, in the State of New Jersey, to be used for its [specific purpose or general].” 

    “I give, bequeath, and devise (all, or % of) the rest, residue, and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to the McCarter Theatre Company now or formerly in the Borough of Princeton, 91 University Place, in the State of New Jersey, to be used for [specific purpose or general].” 

  • Fund a Charitable Remainder Unitrust or Charitable Gift Annuity that will provide you and your family an income for either a term of years or for life, the remainder will be given to McCarter. 

     

  • Fund a Charitable Lead Trust that provides gifts to McCarter for a term of years, the remainder of the trust then passes to your heirs. 

     

  • The easiest way to make a legacy gift to McCarter! When designating a beneficiary of your life insurance policy, list McCarter Theatre Center.

  • Avoid capital gains taxes and support McCarter. Direct your broker to transfer stock as a gift to McCarter Theatre Center’s account at Stifel, Niclaus & Company, Incorporated. Please use the following account numbers:  

    • DTC: #0793  

    • McCarter account #2830-1322 - McCarter Theatre Company 

    • Contact name at Stifel (if needed): Denise Reid, (609) 806-1144 

    • McCarter Federal I.D. #210724198  

    Please call or email Allison Whitehall, Leadership and Planned Giving Director, at(609) 258-4646 or awhitehall@mccarter.org after the transaction to ensure that the stock is transferred correctly and that proper credit is given for the gift.

  • Gifts made directly from your retirement fund can both support McCarter and provide tax benefits (as current or future legislation may allow). 

  • You can make McCarter the beneficiary of the residual funds of your retirement account.