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San Francisco Ballet in Possokhov's Classical Symphony. (© Erik Tomasson)

GIFT METHODS

GIFT METHODS

Create your legacy

We are honored to work with you to develop a lasting gift to San Francisco Ballet. We have several gift methods to best align with your lifestyle.

As you create a plan for the future of your estate, consider naming SF Ballet in your living trust or including a bequest in your will. You can name either a specific amount or a percentage.

When choosing a beneficiary for your Life Insurance Policy, consider naming SF Ballet. This option is especially convenient for our donors with paid-up policies that are no longer need for family protection.

Qualified retirement plans can be left to SF Ballet. These assets are under less severe taxation when distributed to a charity rather than to an individual. Most IRA’s, 403B’s, and 401k’s are accepted. You can also use your IRA during your lifetime to make donations.

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This is an ideal option to support SF Ballet while providing a fixed and guaranteed income for you or a loved one over 65 years of age. The rate of income increases based on the beneficiary’s age at the time of gift designation. Current national standard rates are as follows:

For donors of age 70 or older – 5.6%

For donors of age 80 or older – 7.3%

For donors of age 90 or older – 9.5%

Collaborate with fellow donors to give and earn income. A pooled income fund represents a combination of funds from different individuals that are invested. The income is distributed to chosen beneficiaries (you or loved ones) as designated by you and your fellow donors. Typically, gifts average an annual yield of approximately 5%. This is limited to beneficiaries over the age of 65.

Best for donations of $250,000 or more, this is an independently managed gift that provides you with maximum flexibility. You create the terms of the trust in a way that best benefits you or another income beneficiary, SF Ballet, and any other charities you wish to support. Real Estate can also be committed in this way.

Real Estate can either be donated as a retained gift or as a standard gift. Retained real estate allows you to receive an immediate charitable income tax deduction while retaining the right to use the property during your lifetime, whether it’s your primary home, vacation home, or some other use. Standard gifts of real estate can be made during your lifetime or in your will or living trust; in this case, you donate the property outright and receive the charitable income tax deduction at time of donation.

QUESTIONS?

Reach out!

Elizabeth Lani
Deputy Director of Development/Planned Giving
415-865-6623
elani@sfballet.org