Planned Giving
"From the very first show I attended in 1984, I knew I wanted to be a part of Ruth Eckerd Hall. At first it was the music that drew me but when I learned what they did for the kids in our community, my passion to be involved grew. I feel fortunate knowing that for over 40 years, I have supported a nationally recognized performing arts organization that gives back in so many ways to our community.”
- Sharon Ellis-Champagne, Legacy Society Member
Your Legacy. Now and forever.
Do you remember your first Ruth Eckerd Hall experience? Maybe it was a Broadway performance in the acoustically perfect Ruth Eckerd Hall, or an intimate evening at the Nancy and David Bilheimer Capitol Theatre. Perhaps it was a performance by our students in the Murray Theater, or an unforgettable live concert at The BayCare Sound. Think back to that moment—the joy you felt, the discoveries you made, and a profound connection to the arts that will last a lifetime. Now imagine helping others create their own lasting memories here at Ruth Eckerd Hall.
Making a planned gift is a meaningful way to support Ruth Eckerd Hall while aligning with your own personal philanthropic, estate-planning, and financial goals. These gifts can provide benefits for you and your loved ones now and in the future while ensuring that Ruth Eckerd Hall continues to present world-class performances, inspire learners of all ages through arts education, create innovative works, and enrich lives through the magic of the performing arts.
An Invitation to Join the Legacy Society
We warmly invite patrons who care deeply about the future of the performing arts to consider supporting Ruth Eckerd Hall through their estate plans. This can include bequests, charitable gift annuities, retirement plans, or other planned gifts.
If you’ve already included Ruth Eckerd Hall in your estate plans, please let us know! We’d love to thank you personally and ensure your intentions are honored. Contact us today to request your invitation to the Legacy Society.
If you’d like more information about planned giving options and how you can join our Legacy Society, we’re here to help. Reach out to us to discuss your goals—we’d be delighted to assist you in leaving a lasting legacy that will inspire generations to come.
Stocks, Securities, and Mutual Funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these helps you avoid paying capital gains taxes and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Ask your broker to donate through:
Morgan Stanley
DTC 0015
Account Name: Ruth Eckerd Hall
Account Number: 693-031959
IMPORTANT: Please make sure to reference the donor’s name(s) in the comments section so they can be credited accordingly by Ruth Eckerd Hall.
Any questions or concerns, please contact:
Jill Matthews
727-773-4677
jill.matthews@morganstanley.com
Donor Advised Funds
A donor-advised fund (DAF) allows individuals to make charitable contributions and receive an immediate tax deduction. The funds are managed by a DAF custodian, and the donor can recommend grants to their preferred nonprofit organizations. Donors can contribute to the fund over time and recommend grants to charities at their discretion, providing flexibility in their giving strategy.
Log in to your donor-advised fund account or contact your fund administrator to submit a grant request.
Submit your request to:
Ruth Eckerd Hall, Inc.
EIN: 59-1803628
If you choose to support our organization, please contact us to let us know to ensure that you are properly acknowledged and that your grant gets put to use as you intend.
Qualified Charitable Distributions from IRA
A Qualified Charitable Distribution (QCD) is a tax-efficient way for individuals who are age 70 ½ or older to make gifts directly from their Individual Retirement Account (IRA). QCDs can count towards satisfying an individual’s Required Minimum Distribution (RMD) for the year, which is the minimum amount that an individual must withdraw from their IRA each year once they reach age 73.
If you wish to make a Qualified Charitable Distribution, contact your IRA custodian to get started.
Contact Us
Kate Samy
Vice President and Chief Development Officer
Ruth Eckerd Hall, Inc.
1111 McMullen Booth Road
Clearwater, FL 33759
727.712.2777
EIN: 59-1803628