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Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?

Contact Us
Watch a Video
Download a Brochure

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or McCallum Theatre as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?

Contact Us
Request an Estate Planning Guide
Create an Online Account

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McCallum Theatre Legacy Society

The McCallum Theatre Legacy Society recognizes and honors individuals who have generously included the Theatre in their future or planned giving. These distinguished members go above and beyond by supporting the McCallum's artistic and educational programming today while securing its legacy for tomorrow.

If you have included the McCallum Theatre in your estate plans, we invite you to join the Legacy Society. As a valued member, you will enjoy exclusive donor amenities, including:

  • An invitation to an exclusive Legacy Society event.
  • Access to special events, donor receptions, and performances.
  • Recognition of your generosity with a name listing in the Theatre's Fall, Winter, and Spring program books.

Your thoughtful planning ensures the McCallum Theatre remains a vibrant cultural hub for generations to come. To learn more or to share your intentions, please contact Thomas M. Head, Associate Vice President - Development, at 760-776-6164 or email [email protected]. Thank you for your lasting impact!

Learn More