Ways of Giving

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.

Estate Gifts

You can make an Estate Gift by naming San Francisco Ballet in your living trust or by including a Bequest for SF Ballet in your will. Your gift can either be a specific amount or a percentage of your estate. You may also include SF Ballet as a contingent beneficiary in the event that other beneficiaries predecease you.

Life Insurance Beneficiary

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.

Retirement Plan

Leaving assets of a Qualified Retirement Plan (such as an IRA, 403B, or 401K plan) to SF Ballet can help you maximize your gifts. These assets, when distributed to a charity, are not subject to heavy taxation—from both income and estate taxes—as they are when left to individuals. In some cases, it is also possible to give these assets during your lifetime.

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.

Charitable Gift Annuity

Establishing a Charitable Gift Annuity with SF Ballet gives you the advantage of supporting the mission of SF Ballet while also providing a fixed, guaranteed income for 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:

Age at Time of Gift Annual Income (% of original gift)
70 5.1%
80 6.8%
90 9.0%

Pooled Income Fund

A gift to SF Ballet's Pooled Income Fund is combined 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 five percent.

Charitable Remainder Trust

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.

Charitable Remainder Trust

Residential or commercial property can be used to establish a Charitable Remainder Trust that provides income to you or a loved one.

Retained Life Estate

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.

Donate Property

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.

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
Deputy Director of Development
415 865 6623

Contact Elizabeth