How to Name the Ballet in Your Plans

There are two ways to name San Francisco Ballet in your plans, regardless of whether your gift is through your will, a charitable trust, or another type of document.

  • To provide the Ballet with flexibility to determine, you can leave your gift to San Francisco Ballet Association. Gifts left to the Association may be invested to generate income or may be used in the year they are received. This allows the ballet to determine how your gift can best be used to support its mission.
  • If you want to ensure that your gift is added to the endowment so that the principal of your gift will be held in perpetuity, you should leave your gift to San Francisco Ballet Endowment Foundation. This means that your gift will be added to the endowment and only the income and interest from your gift may be used to support the Ballet, as determined by Endowment Foundation policies.

Nutnaree Pipit-Suksun and Anthony Spaulding in Balanchine's The Four Temperaments. (Choreography by George Balanchine © The George Balanchine Trust; Photo © Erik Tomasson)

Nutnaree Pipit-Suksun and Anthony Spaulding in Balanchine's The Four Temperaments (Choreography by George Balanchine © The George Balanchine Trust; Photo © Erik Tomasson)

Whether your gift is for the Association or the Endowment Foundation, you may designate it for San Francisco Ballet's general purposes so that it can be used where most needed, or you may designate it to support a particular need such as new works, the Ballet School, touring, or community education and outreach programs. The Ballet's planned giving office will work with you and your advisors to create language expressing your specific wishes, or you may adapt the following sample language when creating your plans.

I give $_____ [or __% of my estate/trust] to San Francisco Ballet Association [or San Francisco Ballet Endowment Foundation]. It is my preference that my gift be used for ____________ [e.g., general purposes, new works, touring, etc.]. If my gift cannot be used in accordance with my stated preference, then San Francisco Ballet may use my gift in a manner that most nearly accomplishes my wishes.

Your attorney may need San Francisco Ballet's legal address and tax identification for your records. Both the Association and the Endowment Foundation are located at 455 Franklin Street, San Francisco, California 94102. The tax identification number for San Francisco Ballet Association is 94-1415298; for San Francisco Ballet Endowment Foundation, it is 94-2747262.

However you choose to leave your gift to San Francisco Ballet, you will be making an important contribution. If you have any questions, please contact Elizabeth Lani, planned giving manager, at legacycircle@sfballet.org or 415.865.6623.