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.
Through our new partnership with FreeWill, you now have access to a secure, online tool to create or update your will at no cost. In just 20 minutes, you can:
- Protect your loved ones
- Designate guardians for children or pets
- Appoint trusted individuals for healthcare and financial decisions
- Gain peace of mind knowing your plans are in place
By including Ballet Arizona 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.
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 phenomenal artform by supporting Ballet Arizona.
Wills & Living Trusts
To help you get started on your plans and legacy, we’ve partnered with FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.
Have you already included a gift to Ballet Arizona in your will or trust?
Please fill out this form to let us know!
We would love to thank you for your generosity.
Legal Name: Ballet Arizona
Address: 2835 E. Washington Street, Phoenix, AZ 85034
Federal Tax ID Number: 86-0367773
Give from your IRA
For those 70½ years old and older, you can give any amount (up to a maximum of $108,000) in 2025 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
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate Ballet Arizona as a beneficiary of one or more of these assets.
Revocable Living Trust
A revocable living trust is an estate planning tool that can be used to distribute your possessions to people and organizations when you pass away. To take full advantage of your revocable living trust, you need to transfer your assets and property to the trust during your lifetime. Once you (the trust’s Grantor and Initial Trustee) pass away, a Successor Trustee will distribute the property in the trust according to your wishes outlined in the trust agreement.
Minimize the cost and delays of the probate process and make sure your wishes are carried out, easy and 100% for free.
