Planned Giving

colorado ballet legacy society

create your LEGACY with us

The Legacy Society is a group of generous individuals who have decided to maximize their support of Colorado Ballet through an estate gift such as inclusion in a will or beneficiary designation. Legacy Society members come from all walks of life and are bound by the common belief that dance is an essential part of our community. Their estate commitment will likely be the largest gift they make and will solidify the legacy they built over a lifetime!

Colorado Ballet is deeply grateful to the donors who have chosen to include our organization in their estate plans. Their inspiring gifts help shape the future of dance in Colorado and beyond!

ways to join

Joining the Legacy Society through a bequest in your will or other estate assets is an easy and affordable way to help Colorado Ballet present exceptional dance now and for generations to come!

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own or use it to document your wishes before finalizing your plans with an attorney.

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets, and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate Colorado Ballet as a beneficiary of one or more of these assets.

Have you already included a gift to Colorado Ballet in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity with our Legacy Society benefits.

colorado ballet legacy society benefits

· Invitations to attend Premier Society
Reception & Rehearsal events

· Name listed in production programs

· Invitation to attend a season preview panel

· Invitations to pre-performance talks

· Invitations to attend opening night receptions

· EXCLUSIVE Legacy Society lunch with
Artistic Staff

PLANNED GIVING FAQs

Estate planning can trigger many questions. If you have questions beyond the following FAQs please contact your estate planning advisor. If you do not have an advisor, contact Colorado Ballet for a list of advisors.

What is the Colorado Ballet Legacy Society and how do I join?

The Colorado Ballet Legacy Society is a group of generous individuals who have included Colorado Ballet in their estate plans. To join, fill out this non-binding planned gift intention form.

Planned Giving Form

Is my commitment revocable?

You may adjust your estate plan at any time to suit your circumstances. Please notify us if your commitment to Colorado Ballet changes.

What is the minimum donation?

Colorado Ballet accepts and appreciates gifts of all sizes. We have received planned gifts ranging from $2,000 to $2,000,000. All gifts have a meaningful impact on our mission! Gifts at certain levels can trigger additional legacy options for the donor. Contact us for more information.

How will the funds be used?

In most cases, estate gifts will be applied to the Colorado Ballet endowment fund. The endowment fund is managed by independent financial professionals and overseen by a board of trustees. Small portions of investment income are utilized for strategic organizational initiatives.

Can my commitment be anonymous?

We respect our donors’ recognition wishes and will honor anonymity requests. Our non-binding planned gift intention form includes a section on recognition preferences.

Planned Giving Form

Do I need to share a copy of my will with Colorado Ballet?

You do not need to share a copy of your will or estate documents. You are welcome to share all or portions of your estate documents but it is not a requirement for membership in the Colorado Ballet Legacy Society.

Planned Giving Form

What information should I include in my estate documents

Colorado Ballet Organizational Information
Tax Identification Number - 84-6038137
Address - 1075 Santa Fe Drive, Denver, CO 80204

Sample Bequest Language
"I give, devise, and bequeath, to Colorado Ballet (EIN 84-6038137) a Colorado nonprofit corporation, currently located at 1075 Santa Fe Drive, Denver, CO 80204, (insert dollar amount, percentage of estate or exact description of property to be devised) for its unrestricted charitable use and purpose."

To learn more about making an estate gift and joining the Legacy Society, email advancement@coloradoballet.org or contact Joe Pettit, Senior Director of Development, at 303-339-1629 or joe.pettit@coloradoballet.org.

Disclaimer: As with all gift planning, you should consult with your tax advisor and lawyer to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will help ensure that your wishes to make a lasting impact will be fulfilled.

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colorado ballet legacy society

create your LEGACY with us

ways to join

colorado ballet legacy society benefits

PLANNED GIVING FAQs

What is the Colorado Ballet Legacy Society and how do I join?

Is my commitment revocable?

What is the minimum donation?

How will the funds be used?

Can my commitment be anonymous?

Do I need to share a copy of my will with Colorado Ballet?

What information should I include in my estate documents

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