Ovation Circle Event
Ovation Circle Estate Planning Education Series
Jan. 25 at 1 p.m., April 23 at 6:30 p.m. & April 29 at 1 p.m.
Baird Donor Lounge
Seattle Rep’s Planned Giving Officer & Committee are hosting a series of educational pop-ups on estate planning and tax efficient charitable gifting throughout the 2025/26 Season.
January 25 at 1 p.m. Pop-Up:
Portfolio Planning 101
The Seattle Rep’s Planned Giving team is here to talk you through some portfolio planning 101 before the matinee performances of Here There Are Blueberries and The Heart Sellers on Sunday, January 25 at 1 p.m. When you understand the mechanics of the life of a stock, you can make better financial decisions throughout the year—like rebalancing your portfolio, investing your cash bonus, and making charitable gifts. These decisions are interconnected, and with a thoughtful approach, you can tie your financial goals into a tax efficient strategy for 2026.
Future Estate Planning Education Dates
Save the date and RSVP for our future Estate Planning Education Series:
- Here There Are Blueberries/The Heart Sellers: Sunday, January 25 at 1 p.m.
- Appropriate: Thursday, April 23 at 6:30 p.m.
- Appropriate: Wednesday, April 29 at 1 p.m.
RSVP for the series by clicking the RSVP button above or emailing deepti.shankar@seattlerep.org with the date(s) you plan to attend.
Ovation Circle
With a planned gift, you can provide long-lasting support for Seattle Rep while enjoying financial benefits.
Past Events
DECEMBER 13, 2025
Estate Planning Education Series:
WA State and Federal Tax Changes and Maximizing the Tax Efficiency for your 2025 Charitable Gifts
Seattle Rep’s Planned Giving Officer & Committee are hosting a series of educational pop-ups on estate planning and tax efficient charitable gifting throughout the 2025/26 Season.
Our first pop-up will be on December 13 at 6:30 p.m. in the Baird Donor Lounge and will focus on this year’s new tax law changes in Washington State and Washington D.C. These changes may affect your current estate plan. We will also discuss how you can make your year-end charitable gifts as tax-efficient as possible.
Speakers:
- Deepti Shankar, Seattle Rep Planned Giving Officer
- Tiffany Gorton, estate planning attorney with Gorton Pacific and a member of Seattle Rep’s Foundation Board.
- Rachel McCracken, financial advisor at Coldstream Wealth Management and a member of Seattle Rep's Board of Trustees