Planned Giving
Join the Legacy Society
By including The Washington Ballet in your estate plans, your powerful statement helps assure that, like you, future generations will be enriched by the ballet company of our nation’s capital. The Washington Ballet would love to honor and thank you for your contribution. If you have or plan to include The Washington Ballet in your will or other estate plans, please let us know by emailing development@washingtonballet.org.
Bequests by Will or Trust
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A simple yet special statement, a bequest allocates a percentage of your estate or a specific dollar amount to a favorite nonprofit organization, enabling you to:
- Maintain complete flexibility and control of your assets during your lifetime
- Provide clear instructions of your wishes
- Establish a personal legacy of future support
Your bequest language can be as simple as:
“I devise and bequeath [X% of my estate or residue] OR [$____ specific dollar amount] to The Washington Ballet, Washington, DC, Tax ID #52-0846173.”
The Washington Ballet urges you to discuss your ideas for giving with your legal or financial advisors. Any information provided by The Washington Ballet is not intended as tax, legal, or financial advice.
Gifts of Stock
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Through a gift of stock, you can make the most of your investments and support The Washington Ballet with a tax-deductible donation. Your gift will be put to work immediately in support of our programming.
Please notify the Development Department of your intended gift. Donor names are not automatically identified in the gift transaction, so we ask that you indicate the name and number of shares transferred to permit accurate and timely acknowledgment of your gift.
For any questions, please contact development@washingtonballet.org or 202.274.4521.
For account information, please refer to Stock and Securities Transfer Instructions.
Certificates gifted in a name other than The Washington Ballet must be accompanied by a Letter of Instruction signed by the certificate holder transferring ownership to The Washington Ballet. A separate stock power signed by the certificate holder is also required.
Charitable Gift Annuities
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This special, yet straightforward, gift arrangement provides benefits to donors now, and in the future, to The Washington Ballet, allowing you to:
- Secure guaranteed, fixed income for life for one or two annuitants
- Receive an immediate income tax deduction for a portion of your gift
- Leave a personal legacy of support for valued programs at The Washington Ballet
If the potential for income tax savings now and the opportunity to delay annuity payments until later (e.g. a date of your choosing such as retirement) is of interest to you, inquire about a Deferred Gift Annuity.