Planned Giving @ The Wallis

Place your Forever Stamp on The Wallis

Ensure your legacy and ours with a planned gift to The Wallis

THIS PAGE (clockwise): Wallis Ambassadors Arline and Buddy Pepp; Students from Beverly Vista Middle School in Beverly Hills, CA enjoy a field trip to The Wallis in February 2019 to watch a matinee performance of Matt Gould and Griffin Matthews’ musical, Witness Uganda.

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“We are indeed fortunate to be longtime residents of Beverly Hills. Our city is blessed with some of the most wonderful institutions and services of any city in our country. The ‘icing on the cake’ is the Wallis Annenberg Center for the Performing Arts.

Since The Wallis opened its doors in 2013, we have attended numerous inspiring, diverse and creative performances in what is the former, iconic Beverly Hills Post Office.

Our most rewarding experiences have been with GRoW @ The Wallis, which enables thousands of young people of all abilities and backgrounds to learn from and participate in the arts. Through these meaningful GRoW opportunities to learn and create, we hope to help inspire lifelong, thriving relationships with the performing arts for many generations to come.

We choose to support The Wallis because we believe that everyone deserves an opportunity to witness firsthand, the powerful mission of this truly inclusive community ‘jewel.’”

— ARLINE AND BUDDY PEPP, WALLIS AMBASSADORS

ON THE COVER (top): Herb Alpert, iconic Grammy Award-winning artist, performing in the Bram Goldsmith Theater with his wife Lani Hall in September 2019; Pianist Joyce Yang, Artist and Musician Sheléa, Dancer from CONTRA-TIEMPO.

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A Place Where Anything is Possible The Wallis Annenberg Center for the Performing Arts is a dynamic cultural hub where local, national and international artists share their artistry with ever-expanding audiences of all ages and abilities. Distinguished by eclectic programming that mirrors the diverse landscape of Los Angeles, The Wallis has produced and presented more than 300 dance, theater, opera, classical music, cinema and family programs since our doors opened in October 2013. We believe that connection with and through the arts is vital to the soul of the community, serving as a catalyst for positive social change.

The Wallis is eager to build upon its foundation of success and strengthen its long-term viability as a renowned center for performance, education, and civic life. We invite you to share in our storied legacy within our community and join us as leaders of this next chapter.

OPPOSITE PAGE (top): Executive Committee Chairman and Former Chairman of the Board David Bohnett, the late Founding Chairman Bram Goldsmith, and Chairman Emeritus Jerry Magnin at The Duet Gala, a joint benefit for The Wallis and the Friends of the Israel Philharmonic Orchestra in 2015; Co-creators Andy Manley and Andy Cannon re-tell the classic tale of Black Beauty for family audiences in a Wallis presentation of the Red Bridge Arts & Traverse Theatre Company’s production in the Lovelace Studio Theater in April 2019; 2021 Kennedy Center Honoree, Emmy Award-winner and Wallis Board member Debbie Allen leads dancing on the Promenade Terrace during Dance Sundays with Debbie Allen and Friends.

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Ensure the Future of The Wallis Making a planned gift to The Wallis helps to guarantee the transformative presence of the performing arts in our community. When you create or help to grow a fund that speaks to what is the most special to you about The Wallis, you are instilling confidence and strength in our ability to always prioritize excellence in that pillar of our mission. At the same time, you will also be pursuing your own charitable and financial goals. Planned giving can even help you make that special gift that otherwise seemed impossible.

The simplest way to make a planned gift to The Wallis is through a bequest in your will. Unrestricted bequests are the most beneficial, allowing The Wallis to strategically plan with greater flexibility and to use the funds where they are most needed. Bequests can be based on specific amounts of an estate or a percentage of an estate, which may allow your gift to become greater.

Please contact your financial advisor to determine which gift arrangement is right for you. This may include retirement plan assets, life insurance, charitable remainder trusts, charitable gift annuities, charitable lead trusts, and gifts of real estate or personal property.

OPPOSITE PAGE (top): Wallis Board member Richard Ziman and Wallis Ambassador May Ziman celebrate with their Wallis Family at the 2nd Annual Wallis Ambassadors Dinner at Vibrato Grill & Jazz on September 16, 2019; Cellist Joshua Roman and pianist Conor Hanick perform a wide-ranging repertoire in the Bram Goldsmith Theater in October 2019; BODYTRAFFIC co-founder Tina Finkelman Berkett is a frequent artistic collaborator with The Wallis. LA’s own BODYTRAFFIC was the 2019/2020 Company-In-Residence at The Wallis.

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“Growing up in Beverly Hills, I loved to visit our beautiful landmark Post Office building. When The Wallis opened, I was thrilled to see such an iconic building repurposed and become such a valuable addition to our city as such a spectacular performing arts center. Over the years I have been amazed and fulfilled by both the quality and diversity of the programming, which not only includes theater but dance, music, and family programming, as well as outreach programs to our schools.

I am personally involved with The Wallis to ensure the continued existence of this invaluable institution.

The Wallis has become an integral part of the Beverly Hills community and a great enhancement to civic life by providing more than just a venue for the arts and arts education. The Wallis achieves a standard of excellence that our residents can be proud of. I am committed to helping The Wallis thrive and grow, and I hope that you will join me in this effort to make sure that we will always have this world-class cultural treasure as part of our dynamic city for generations to come.”

— STEPHANIE VAHN, MEMBER OF THE WALLIS BOARD OF DIRECTORS AND DEVELOPMENT COMMITTEE CO-CHAIR OPPOSITE PAGE (top): Wallis Ambassadors Co-Chair Eunice David celebrates her December 2019 Sorting Room performance, Magic Moments: An Evening Remembering Hal David with Kyle Riabko, Freda Payne, Marilyn McCoo, Billy Davis Jr., and Monica Mancini; Wallis Board member Stephanie Vahn and her husband, Leon, on the red carpet at The Wallis’ annual benefit An Evening of Wicked Fun Honoring Stephen Schwartz in May 2019; Jacob Jonas The Company in performance as the 2018/2019 Company-In-Residence. Jacob is a graduate of Beverly Hills High School and a frequent artistic collaborator with The Wallis.

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“Having a theater like The Wallis right here in Beverly Hills is an amazing resource that connects us all to the performing arts in ways that are personal, emotional and uplifting. The wonderful shows, community outreach, concerts and arts learning opportunities are all here within reach. I only wish The Wallis had been here when I was at Beverly Hills High School and dreaming of a career as an artist! Thankfully, it’s here now enriching our lives in countless ways.”

— ZINA GOLDRICH, AWARD-WINNING COMPOSER AND BEVERLY HILLS RESIDENT

RIGHT: Emmy Award and NAACP Image Awardwinning film, television and stage actor Joe Morton and Emmy, Grammy, Academy Award, Tony Award-winner John Legend at the October 2017 premiere of Turn Me Loose about the life of comic genius and civil rights activist Dick Gregory.

Co-producer John Legend created an original song for the production.

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“White was among the most magical shows I’ve ever seen in my arts career. Adults loved it as much as their young children. It spoke to audiences on many levels, broaching the topic of diversity without words and through gorgeous aesthetics. My favorite show ever at The Wallis.”

— DEBRA PASQUERETTE, THE WALLIS MANAGER OF COMMUNITY ENGAGEMENT ABOVE (clockwise): L.A.-based Micaela Taylor debuts the U.S. Premiere of (d)elusive minds, performing with fellow local, critically acclaimed contemporary dance company BODYTRAFFIC in the Goldsmith Theater in September 2019; Students laugh on stage after a matinee performance of the extraordinary show for young audiences, White, in March 2014.

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Place your Forever Stamp on The Wallis Please contact us to learn more about the different ways you can build a legacy of cooperation, communication, and enlightenment in our community through a planned gift to The Wallis. We are pleased to explore with you the many creative, flexible giving options available to you.

Please also let us know if you have already included a gift to The Wallis in your estate plans. We will be pleased to review your gift language to ensure the organization can implement your philanthropic intentions. We will honor your enduring commitment by inviting you to join our esteemed community of planned giving donors. All donors will be recognized with specific honors to be defined.

Contact The Wallis Development Department with questions by email at GiftPlanning@TheWallis.org or by phone at 310.272.5801.

9390 N. Santa Monica Blvd, Beverly Hills, CA 90210 310.246.3800 | www.thewallis.org This is not professional or legal tax advice. Please consult with your legal and tax advisors regarding your specific situation.

All donations are tax deductible to the extent the law allows. TAX ID 95-4467830