Ballet West’s Encore Society is comprised of those who have designated a planned gift to the Company – through bequests, life insurance, IRAs, trusts, or other planned-giving arrangements. The Society’s loyal supporters ensures a bright future for the Company, both for its Artists and Academy students.
There are several avenues to consider for a planned gift, depending on personal philanthropic and financial goals:
- Retirement plans
Name Ballet West as a beneficiary on your retirement account, or make a qualified charitable distribution (tax-free) directly from an IRA.
- Life insurance
Name Ballet West as a beneficiary on your life insurance policy, or on a part of a policy.
Make a provision in your will for a donation to Ballet West, either as a specific amount or as a percentage of your estate.
- Charitable gift annuities
Receive a fixed annual income for life in exchange for donations or assets transferred to Ballet West.
- Charitable remainder trusts
After identifying the terms and conditions for fulfillment, remaining assets in such a trust will be gifts to Ballet West.
- Real estate
A gift of real estate may include an outright gift, or a gift with a retained life estate – enabling you to live in in your home for as long as you wish, or for the rest of your life, and thereby avoiding estate tax liability. Please consider consulting an estate attorney about gifting real estate.
Choose your legacy and play a leading role with Ballet West for a lifetime.
Ballet West will acknowledge your planned gift, and membership in the Encore Society, in the following ways:
- Your name listed on the Encore Society page of each Ballet West production playbill;
- Your name listed on the Encore Society page on the Ballet West website;
- Each year, Ballet West will honor those who have chosen to give a planned gift by dedicating a performance to the Encore Society. For that performance, Ballet West will offer each living Encore Society member two complimentary tickets.
If you have any questions regarding Ballet West’s Encore Society, please contact Sarah West, Vice President of Development, at 801.869.6936 or by email at firstname.lastname@example.org. All inquiries are confidential.
Ballet West does not intend this information to represent legal or tax advice, or to substitute for such advice. We urge you to consult a professional advisor when considering charitable gift planning options.
Your attorney, financial planner, or tax advisor may need Ballet West’s legal address and/or tax identification: Ballet West, Janet Quinney Lawson Capitol Theater, 52 West 200 South, Salt Lake City, UT 84101. Ballet West is a 501 (c)(3) nonprofit organization with tax ID 87-0264274.