Charitable IRA Rollover

The charitable IRA rollover, or qualified charitable distribution (QCD), is a special provision allowing certain donors to exclude from taxable income – and count toward their required minimum distribution – certain transfers of Individual Retirement Account (IRA) assets that are made directly to public charities, including Northlight Theatre.

Qualifying charitable distributions must be:

  • Made by a donor age 70 ½ or older
  • Transferred from a traditional IRA or Roth IRA directly
  • Completed by December 31 of the corresponding tax year

Checks can be made out to Northlight Theatre, directed to the Annual Fund or the Capital Campaign, and mailed directly to:
Advancement Department
Northlight Theatre
9501 Skokie Blvd
Skokie, IL 60077

 

ESTATE PLANNING

The Northlight Legacy Society is a group of committed supporters who have included Northlight Theatre in their estate planning. Joining this group ensures future decades of outstanding productions of the highest artistic quality, extensive education programs reaching students throughout the Chicagoland areas, and new play development championing new and emerging playwrights.

“We want to ensure the theatre we’ve enjoyed for so many years continues to be enjoyed by future generations.” – Diane and Karl Berolzheimer, charter Legacy Society members

Please complete and mail this form to:

Advancement Department
Northlight Theatre
9501 Skokie Blvd.
Skokie, IL  60077

 

Gift of Stock

Northlight Theatre offers a simple, two-step process for gifting appreciated securities. Donors can receive, in the form of a tax-deduction, the full fair market value of the stock at the time the gift as made as long as the stock has been held for at least one year.

Instructions

  1. Contact Director of Advancement Laura Perlow at lperlow@northlight.org or call 847.324.1614 to inform us of gifts to the Annual Fund. Contact Capital Campaign Director Kim Hoopingarner at khoopingarner@northlight.org or call 847.324.1614 to inform us of gifts to the Capital Campaign.
    Please provide:

    • Your name
    • The name of the securities
    • Approximate dollar amount and/or number of shares*
  1. Contact your broker to initiate the transfer to our account:
  • Account Name: Northlight Theatre
  • DTC #: 0226
  • Account Number: 03X-001287
  • Federal Income Tax Identification Number: 23-7390464

 

SHOPPING

Goodshop

Goodshop allows you to earn donations for Northlight Theatre by simply shopping at thousands of online retailers through Goodshop.com.  Goodshop will donate up to 20% of purchases you make on favorites like Harry & David, 1-800-Flowers or Macy’s. It’s easy and doesn’t cost you a penny – register and choose Northlight Theatre.

For questions or more information about any of the above, contact Director of Advancement Laura Perlow at lperlow@northlight.org or 847.324.1614.