Overshadowed Legacy Circle

Help the story
continue.

The Legacy Circle recognizes those who include Overshadowed in their estate or long-term charitable plans—helping the theatre’s story continue for future generations.

What is the Legacy Circle?

A thoughtful way to care for Overshadowed’s future.

The Overshadowed Legacy Circle is a group of individuals who help ensure the life of Overshadowed for future generations by including a gift of $25,000 or more in their estate plans.

It offers a personal way to carry forward a connection to faith-based, family-friendly theatre and the people who gather around it.

Why legacy giving matters

Stories that continue beyond one season.

A future gift can help sustain Overshadowed’s mission and make room for future audiences, artists, and families to experience meaningful live theatre together.

Legacy Circle recognition

A meaningful thank-you.

These gestures recognize a lasting commitment to Overshadowed. They are expressions of gratitude, not commercial membership perks.

Invitations to Legacy Circle events with Overshadowed artists

Recognition on the Donor Wall in the theatre lobby

Planned giving strategies

Ways to make a future gift.

These strategies are described at a general level. Your own attorney, tax advisor, or financial advisor can help you decide what is appropriate for your plans.

A gift through your will or trust

A will or revocable trust can include a charitable gift to Overshadowed as part of your longer-term plans.

How It May Work

Your attorney can help you choose an amount, percentage, or other arrangement that reflects your wishes.

A Thoughtful Next Step

Ask Reba for Overshadowed’s current organizational information before your attorney finalizes any language.

Retirement-plan assets

Overshadowed may be named as a beneficiary of retirement-plan assets through the plan administrator’s beneficiary process.

How It May Work

The account custodian or plan administrator can explain its current designation form and requirements.

A Thoughtful Next Step

Review the arrangement with your financial or tax advisor, then contact Reba for current organizational details.

Life insurance

A life-insurance policy may name Overshadowed as a beneficiary as part of a donor’s charitable plans.

How It May Work

The insurance provider can explain how to add or change a beneficiary designation.

A Thoughtful Next Step

Discuss legal and tax considerations with your own advisor before changing a policy or its ownership.

Qualified charitable distribution from an IRA

Eligible IRA owners may be able to make a qualified charitable distribution, or QCD, directly from an IRA to Overshadowed.

How It May Work

Ask the IRA administrator whether a direct transfer is available, how it should be completed, and how the current annual IRS limit applies.

A Thoughtful Next Step

Because eligibility and tax treatment depend on individual circumstances, review the transfer with your tax or financial advisor.

Questions about legacy giving?

Start a conversation.

Legacy planning is personal. Reba can answer questions about Overshadowed, the Legacy Circle, and the organizational details your advisor may need.

Reba Hervas

Founder & President
Email about the Legacy Circle

For you and your advisor

Plan with trusted guidance.

Planned gifts can involve legal, tax, financial, and estate-planning questions. Please discuss any arrangement with your attorney, tax advisor, or financial advisor. Overshadowed does not provide individualized legal, tax, or financial advice.

Contact Reba for current organizational information or reference language before documents or beneficiary forms are finalized.

For generations to come

What we value can continue beyond us.