Planned Giving

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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

  • Bequests
    Joe and Anna have been faithful supporters of our Phoenix Theatre for many season. They believe it is important to help further...
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime donors and season ticket holders at Phoenix Theatre. Recently, Joanne's children...
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in Southern Arizona, Patricia is ready to retire.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home in Scottsdale. Since she was very pleased with her home, she bought stock in the company that built the home.
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  • Centennial Gift
    Pat and Shelly were recently married. They both had been dedicated volunteer ushers and season ticket holders at Phoenix Theatre...
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  • Property Turns Into Income
    Miranda lived in Paradise Valley where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Oak Creek many years ago. They had planned to build a second home so that their family could spend their summers in Sedona.
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  • Current Gifts
    Keith has been a faithful supporter of Phoenix Theatre and makes regular gifts to support our work.
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  • Gift of a Bank Account When No Longer Needed (POD)
    Keith has been a faithful supporter of The Phoenix Theatre Company and makes regular gifts to support our work.
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  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event Phoenix Theatre held for our donors. They wanted to leave a legacy gift that...
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  • 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.
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  • Deferred Gift Annuity
    Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very...
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  • What Will You Do with Your Unspent Retirement Savings?
    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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  • Gift Annuity for Real Estate
    Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for Phoenix Theatre. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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  • Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting Phoenix Theatre. They wanted to give back in a way that would help fulfill our mission.
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  • Give it Twice Trust
    While visiting our website, June came across the idea of a "give it twice" trust. She contacted Marisa at Phoenix Theatre for more information.
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  • Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement. While they felt their savings and investments would...
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future. As the children...
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  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an individual benefits illustration.

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