13 December 2018

Ballet Arizona dancers in “Serenade.” Choreography by George Balanchine. Photo by Rosalie O’Connor. © The George Balanchine Trust.

You may have already taken the initiative to create your estate plan, set aside money for your retirement and care for your family through a life insurance policy. Consider going one step further by using those tools to deepen your connection and sustain the future of Ballet Arizona with a charitable gift.

Here are 4 ways you can make a charitable gift to Ballet Arizona: 

1. Remember Ballet Arizona in your will or living trust. The most common type of planned gift, a bequest, can be added to your estate plan in as little as one sentence. You can dedicate a specific asset, a fixed dollar amount or a percentage of the residue of your estate.
2. Gift Ballet Arizona cash and appreciate stock. Gifting cash each year is the easiest way to give and can create an income tax deduction. Appreciated stock gifts may avoid capital gains tax and can create an additional tax deduction benefiting the person giving the gift.
3. Give Ballet Arizona your annual IRA distribution. A charitable IRA rollover is available if you are 70 1/2 or older and you would like to satisfy your IRA’s required minimum distribution without generating taxable income.
4. Name Ballet Arizona as beneficiary. Leave a gift by naming Ballet Arizona as a “transfer on death” beneficiary on all or a portion of your retirement accounts, bank accounts, or life insurance policies.

Ballet Arizona’s development staff is happy to support your decision by providing you with the information you need in your charitable giving plans. Contact Jami Kozemczak in the Development Department at 602.343.6520 or jkozemczak@balletaz.org.