Livermore Valley Arts Presents Estate Planning: Key Issues Not to Overlook
Learn more about Estate Planning and leaving a legacy gift., including recent changes in the law which may be of interest. This discussion will be led by Beth Trutner of DEMIRIS LAW FIRM. We’re happy to be welcoming her back to help demystify Planned Giving. Beth practices in the following areas of law: Estate Planning; Living Trusts; Trust Administrations; Decedents’ Estates; Estate Planning for the Elderly; Estate Planning for Unmarried Couples; Estate Settlements; Family Trusts and many other areas.
We have many dedicated patrons who share our commitment to the Arts. Several have designated a gift in their will, living trust, or another part of their estate plan. These gifts will support our future performances, programs & education outreach within our community as well as advance our mission to offer a broad range of arts opportunities & experiences to engage our diverse community.
This talk is free and open to the public, reservations are required.
The Music of Carole King
Director of Finance and Administration
Director of Operations
Director of Marketing
Assistant Production Manager
Facility Manager and IT Coordinator
Box Office Manager
Visual Arts & Education Manager
Front of House Supervising Manager/Volunteer Coordinator
Treg Van Dyke
Social Media Manager
Food and Beverage Manager
Visitor Center Supervisor
Home to ten Resident Companies with over 270 combined years of artistic experience, the Bankhead Theater’s state-of-the-art facilities enable these organizations to grow artistically and institutionally, develop audiences and collaborate on key projects while maintaining their respective missions and identities.
Cantabella Children’s Chorus is a non-profit organization located in the Livermore Tri-Valley. CCC strives to foster and promote the appreciation of choral music in the community through performances at various local corporate and civic functions and churches but above all to have fun.
Del Valle Fine Arts has been presenting outstanding classical music concerts in Livermore for over 35 years. This highly-regarded series offers dazzling performances by acclaimed professional chamber music groups and soloists from throughout North America and beyond. A particular objective of DVFA is to introduce young persons to the appreciation of fine music. To that end, children are admitted free to its concerts, and full-time students above high school can procure tickets at a special reduced price.
Livermore-Amador Symphony – The symphony offers four concerts a year, as well as a Pops fundraiser. Symphony Guild – If you enjoy LAS concerts, join like-minded people of the Symphony Guild and support this community orchestra! Guild members encourage interest in the symphony and sponsor fund-raising activities. The Livermore-Amador Symphony has received funding from: Lawrence Livermore National Security, LLC, City of Livermore Commission for the Arts, City of Livermore Tourism and Special Event Fund, Livermore Cultural Arts Council, Clorox Company Technical Center-Pleasanton, Target and Livermore Rotary.
Livermore Valley Opera combines the talents and expertise of professional music, stage and chorus directors, principal singers, musicians, and designers with the dedication and practical abilities of a volunteer board, adult chorus, stage crew, props master, stitchers, and set builders. Each fall and spring, LVO presents locally produced, fully staged operas with orchestra. Additionally, LVO presents special concerts, events and fundraisers in the winter and “Opera in the Vineyard” in the summer. LVO promotes local talent and attracts outstanding Bay Area singers, directors and conductors.
The Pacific Chamber Orchestra (PCO) is a 40 piece symphony orchestra composed of professional musicians from throughout the Bay Area. It was founded over 20 years ago by its talented conductor and musical director, Lawrence Kohl. The orchestra combines the precision of a small ensemble with surprising dynamic range and power. PCO is notable for innovative and insightful interpretations of music of all eras.
The Rae Dorough Speaker Series features leading thinkers in science, literature and the arts who discuss topical issues of particular interest to the Livermore community in the intimacy of the Bankhead Theater.
The Sycamore Strings Academy (formerly Suzuki Strings Academy) carries on a tradition from 1984 of quality music education in the Tri-Valley area. The Academy includes certified Suzuki instruction on string instruments, licensed Kindermusik classes and a popular guitar program. Students perform across the region in year-round concert series.
Formerly Pleasanton Playhouse, Tri-Valley Repertory Theatre presents a variety of audience-pleasing musical theater. As a non-profit, volunteer regional arts organization, we continue our mission to provide affordable quality theatre, training and cultural experiences, with a focus on children and family participation.
The Valley Concert Chorale is a chorus of about 40 singers, many of whom live in the Tri-Valley area, including Livermore, Pleasanton, San Ramon and Danville. VCC’s director is John Bush and featured pianist is Daniel Glover. If you would like to sing with VCC, why not arrange for an audition? You can audition at any time, and then join the chorus at the beginning of the next quarter.
Valley Dance Theatre is a non-profit organization committed to providing exceptional dance instruction and productions to the Tri-Valley Area. Their focus is in classical ballet and modern dance. Each year they present a full-length Nutcracker with a live orchestra, and a Spring show with varying themes.
Wheelchair accessible seats cannot be purchased online. You must call our Ticket Office in advance at 925.373.6800 for seating and to ensure your needs are thoroughly met.
There is a drop-off/pick-up area located on Railroad Avenue, on the right side of the street, before you reach the stoplight to enter the parking garage.
Handicapped-reserved spaces are located on the lower level of the Livermore Valley Center parking garage.
An elevator is located on the West end of the main lobby.
Assistive listening devices are available free of charge from the House Manager’s Office in the lobby. Please let us know when purchasing your ticket of your special needs.
Fully accessible restrooms are located in the main lobby and in the upper lobby.
Dedicate one of the decorative paver blocks that frame and define the entry from the Livermore Valley Plaza to the Bankhead Theater. Each size allows you to personalize your dedication and/or message. Once you’ve placed your order we’ll contact you to help you choose the exact message for the paver you’d like to donate.
LOGO & BRICK ART
Permanently commemorate a company or brand, feature your family crest or create your own custom design while supporting the arts with an engraved logo or artistic brick. The image will be etched in black on a sand-colored paver (6×12 or 12×12) or light gray granite tile (24×24). They are visible to thousands of people each year attending a variety of events and performances on the Livermore Valley Plaza and in the Bankhead Theater.
24″ x 24″ – Madden Family Courtyard – $1,500
12″ x 12″ – Livermore Valley Plaza $1,000
Logo Art Brick – Livermore Valley Plaza $500
6″ x 12″ – Livermore Valley Plaza $375
6″ x 9″ – Livermore Valley Plaza $150
Seat donations will be recognized by a commemorative medallion on your chosen chair in the Bankhead Theater as well as on the Donor Wall in the Lobby.
Grand Tier Seats $5,000
Central Tier Seats $2,500
Upper Tier Seats $1,000
Please note: donating a personalized seat does not guarantee the right to sit in that seat for a given performance.
With a legacy gift to Livermore Valley Arts, you can be sure your charitable intentions will be realized while achieving the most favorable income tax benefits available. We are happy to meet with you to talk about your intentions and situation. However, we strongly recommend you consult with your estate planning professional or tax advisor to fulfill your goals for your financial portfolio and tax needs.
Making a legacy gift to the Center also qualifies you to join the Legacy Society, a group of philanthropic and pioneering members who share a strong bond with LVPAC and a desire to ensure a meaningful, lasting home for the arts in Livermore Valley.
If you have already included LVA in your plans (or if you intend to), please let us know. Contact Chris Carter, Executive Director, at [email protected] or call (925) 583-2311.
We accept a range of planned giving options:
In Your Will
The simplest way to leave a planned gift is to make a bequest including specific language in your will or living trust naming LVA as the recipient. The following is an example of suggested language to include in your will/trust:
“I give and bequeath to the Livermore Valley Performing Arts Center, a California non-profit corporation, located at 2400 First Street, Livermore, CA 94550, the sum of $____, or ______% of my estate, to be used for the accomplishment of its general purpose (or for a specific purpose as indicated).”
Charitable Gift Annuities
A charitable gift annuity (CGA) is the easiest way to create dependable income for life and help the Center. Please note that LVA does not administer CGAs but can recommend an administrator.
A Charitable Remainder Trust or Charitable Lead Trust allows you to receive an estate or gift tax deduction and create a source of income for you or your loved ones while supporting the Center. Please note that LVA does not administer these trusts but can recommend an administrator.
Real Estate/Appreciated Assets
A variety of assets can be donated such as real estate, appreciated securities, and tangible personal property such as art or jewelry. Donating appreciated assets can help offset income and capital gains taxes. If you are contemplating gifting an investment property or a vacation home, a gift of real estate offers an excellent option for tax-wise giving. You can also include the Center as a beneficiary of real estate or appreciated assets in your will. Please be aware that as part of our gift acceptance policy, all gifts of real estate, appreciated assets and tangible personal property are examined on a case-by-case basis.
Retirement Plan Donations or Life Insurance Policies
You can name Livermore Valley Arts as the beneficiary of your IRA, 401k or 403b retirement plan or life insurance policy. This is a simple, effective way to support the arts while reducing or eliminating significant, often unanticipated tax penalties.