Colorado Ballet

Planned Giving

Planned Giving

Colorado Ballet invites you to create a legacy of dance for future generations by including Colorado Ballet in your will or trust. Bequests and other estate gifts play a significant role in building the future of Colorado Ballet and allow your love and appreciation of dance to continue beyond your lifetime. 

You can decide how you wish your estate gift to be used by Colorado Ballet so that it can support the areas that most reflect your interests. As a donor, you can take comfort in knowing that your gift will serve as an enduring tribute to your generosity.

Founders Legacy Circle

The Founders Legacy Circle is an exclusive society established to recognize those who include Colorado Ballet in their will or estate plans.  This circle is dedicated to Colorado Ballet Founders Lillian Covillo and Freidann Parker’s vision and determination to promote classical ballet in Colorado.

Ways to Support Colorado Ballet through Your Estate Plans

Learn about bequests and other ways to support Colorado Ballet's future through your estate gift planning.

  • General Bequest – a gift from the general value of your estate to Colorado Ballet for a specific dollar amount, a fixed percentage of your estate, or a specific asset.
  • Specific Bequest – a gift of a particular item or property for a designated purpose to Colorado Ballet.
  • Residuary Bequest – a gift of the remainder of your estate to Colorado Ballet after all debts, taxes, expenses, and specific bequests have been paid.
  • Contingency Bequest – a gift of some or all of your estate to Colorado Ballet if your named beneficiary does not survive you.
  • Life Income Gift – where you irrevocably transfer some assets to Colorado Ballet now, and in return, you receive income for life.  
  • Gift of Life Insurance – where you are allowed to claim a charitable deduction for the policy’s approximate cash surrender value, and the proceeds are completely removed from your estate and donated to Colorado Ballet.
  • Life Insurance or Retirement Plan Assets – By naming Colorado Ballet as a beneficiary of a life insurance policy, any premiums paid qualify for charitable income tax deductions. Naming Colorado Ballet as a beneficiary of all or part of your retirement plan proceeds is one of the most cost-effective ways of making a gift and will protect those assets from both income and estate taxes. 
  • Charitable Gift Annuity – A charitable gift annuity is an agreement between you and Colorado Ballet that provides you with regular fixed payments annually for life in exchange for transferring assets to the foundation. You will get a charitable deduction in the year of your gift and for a certain number of years a portion of your income will be tax-free.

Contact your estate planner or financial advisor for more information about charitable gifts.

For more information, please contact Development Director Claire Margolf at claire.margolf@coloradoballet.org or 303-339-1629.

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Our Sponsors

  • Colorado Ballet Auxiliary
  • SCFD
  • Alliance Commercial Partners
  • Kevin Taylor Restaurant Group
  • RMCI
  • KeyBank
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