How to Name San Francisco Ballet in Your Plans

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

OPTION 1: SAN FRANCISCO BALLET ASSOCIATION

To provide SF Ballet with the flexibility to determine allocation of your contribution, you can leave your gift to San Francisco Ballet Association. Gifts left to the Association may be invested to generate income or used in the year they are received. This allows SF Ballet to determine how your gift can best be used to support our mission.

Tax ID: 94-1415298

OPTION 2: SAN FRANCISCO BALLET ENDOWMENT FOUNDATION

If you want to ensure that the principal of your gift will be held in perpetuity, you can 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 SF Ballet, as determined by Endowment Foundation policies.

Tax ID: 94-2747262

Designation

SF Ballet's planned giving office will work with you and your advisors to create language expressing your specific wishes. You may also choose to 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 our legal address and tax identification for your records.

Address:
San Francisco Ballet
Chris Helman Center for Dance
455 Franklin Street
San Francisco, CA, 94102

Find Out More

We're happy to provide more information on planned giving and the Jocelyn Vollmar Legacy Circle. Please don't hesitate to contact our Planned Giving Manager with any questions or if you're interested in including us in your estate plan.

Elizabeth Lani
Senior Manager, Planned Giving
415 865 6623
legacycircle@sfballet.org

Contact Elizabeth