Leave a Legacy
A legacy gift may enable you to support Ballet Arizona, secure the financial needs of your loved ones, and provide you with tax benefits. Legacy gifts of all sizes help us meet our current goals and plan further into the future.
By including Ballet Arionza in your will or trust, naming the ballet as a beneficiary of all or part of a life insurance policy or retirement assets, or taking advantage of other giving opportunities, you support Ballet Arizona now and for years to come. Let us help you make the gift that’s right for you.
To get started with a confidential, no-obligation conversation, contact Steven Henderson, Director of Philanthropy at 602.343.6520 or shenderson@balletaz.org.
Legacy for Dance
The Legacy for Dance program recognized those who provide for Ballet Arizona through a gift in their estate plan. These gifts support the long term financial well-being of Ballet Arizona in these areas: Operating and capital reserves, the Ballet Arizona Endowment Fund, and sustainable funding for future growth and expansion.
As a distinguished member of Legacy for Dance, you will perpetuate this phoenominal artform by supporting Ballet Arizona.
Wills & Living Trusts
The most common planned gift is simple to make! A provision in your will or trust can provide a future gift to Ballet Arizona and make no impact in your current spending or lifestyle.
Sample bequest language
“I give to Ballet Arizona, a nonprofit corporation currently located at 2835 E. Washington Street, Phoenix, AZ 85034, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
Legal Name: Ballet Arizona
Address: 2835 E. Washington Street, Phoenix, AZ 85034
Federal Tax ID Number: 86-036777B
Give from your IRA
For those 70½ years old and older, you can give any amount (up to a maximum of $105,000) in 2024 from your IRA directly to a qualified charity such as Ballet Arizona without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.
Why Consider This Gift?
- Your gift will be put to use today, allowing you to see the difference your donation is making.
- If you are required to take minimum distributions, you can use your gift to satisfy all or part of your obligation.
- You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
- Since the gift doesn’t count as income, it can reduce your annual income level. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.
Appreciated Securities
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you may receive charitable deductions at full, fair market value while reducing capital gains impact.
For information about making a gift of appreciated securities, please contact Steven Henderson, Director of Philanthropy, at 602.343.6520 or shenderson@balletaz.org.
Beneficiary Designations
Naming Ballet Arizoan a beneficiary of a retirement plan or insurance policy may be started by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider’s website. Make your desired changes that identify the percentage your would like Ballet Arizona to receive and return the form to your provider to establish your gift.
