Ways to Support the Ballet Through Your Plans

San Francisco Ballet offers many ways for you to provide support through your estate planning. You and your advisors can decide which option best fits with your personal financial and philanthropic goals.

Bequests and Estate Gifts are made after death, allowing you to retain control and use of your assets during life.

  • You can make an Estate Gift by naming San Francisco Ballet in your living trust or by including a Bequest for San Francisco Ballet in your will. Your gift can be a specific amount or a percentage of your estate. You may also include the Ballet as a contingent beneficiary in the event that other beneficiaries predecease you.
  • You can name San Francisco Ballet as the beneficiary of a Life Insurance Policy. This is especially convenient if you have a paid-up policy that is no longer needed to protect your family.
  • Leaving assets of a Qualified Retirement Plan (such as an IRA, 403B, or 401K plan) to SF Ballet can maximize your gift because the assets are subject to both income and estate taxes when left to individuals – taxes that do not apply if distributed to a charity. You can then leave your family assets that will not face this heavy taxation. In some cases, it is also possible to give these assets during your lifetime.

San Francisco Ballet in Balanchine's Theme and Variations (Choreography by George Balanchine © The Balanchine Trust; Photo © Erik Tomasson)

San Francisco Ballet in Balanchine's Theme and Variations (Choreography by George Balanchine © The Balanchine Trust; Photo © Erik Tomasson)

Gifts That Provide Income allow you to make a gift now, claim a charitable deduction, and create a source of income for yourself or a loved one.

  • A Charitable Gift Annuity provides a fixed, guaranteed income to you or a loved one over the age of 65. The older the income beneficiary is at the time of gift, the higher the rate of income as noted below:
    If age at time of gift is: Annual income (as % of original gift) is:
    70 5.1%
    80 6.8%
    90 9.0%

    Find out more.

  • A gift to SF Ballet's Pooled Income Fund is added together with gifts from other donors and invested to earn income. Each quarter, the income earned is distributed to you or a loved one and the Fund's other income beneficiaries. The fund, which is limited to income beneficiaries who are at least 60 years of age, averages an annual yield of approximately 5%. Find out more.
  • A Charitable Remainder Trust is an independently managed gift that provides maximum flexibility to meet your needs. Working with your selected trustee, you can create the terms of the trust that will best benefit you or another income beneficiary, SF Ballet, and any other charities you wish to support. Because these trusts require a separate trust document and trustee, they are best suited for gifts of of $250,000 or more. Find out more.

Gifts of Real Estate can benefit you and SF Ballet in a variety of ways.

  • Residential or commercial property can be used to establish a Charitable Remainder Trust that provides income to you or a loved one.
  • A Retained Life Estate enables you to donate your primary or vacation home and receive an immediate charitable income tax deduction while retaining the right to use the home during your lifetime.
  • You may also donate property outright so that you may receive an immediate charitable income tax deduction, or you may donate property as an estate gift through your will or living trust.

The Ballet's planned giving office is happy to provide more information on these options and to answer any questions you and your advisors may have. Please contact Elizabeth Lani, planned giving manager, at legacycircle@sfballet.org or 415.865.6623.