Planned Giving


 

We invite you to join the Pavlova Legacy Society, a special group of friends who have made legacy gifts to support Boca Ballet Theatre in perpetuity. There are many ways to make legacy gifts. You can put Boca Ballet Theatre in your will, or you can name Boca Ballet Theatre as a beneficiary of your retirement plan or life insurance policy. You can establish a charitable gift annuity or a charitable remainder trust, which are gifts that will support Boca Ballet Theatre and pay you or other designated beneficiaries income for life. Through these and other creative planned giving arrangements, you can help ensure that Boca Ballet Theatre will dance well into the future.

Gifts made by the Pavlova Legacy Society members provide support for the stars of today working with the stars of tomorrow in world-class performances, training programs for students at the School of Boca Ballet Theatre, and community outreach programs dance and movement for at-risk children, those living with Parkinson’s Disease, and the community at large. By including Boca Ballet Theatre in your long-term plans, you can achieve the goals that benefit you and your family, as well as ensure a bright and enduring future for Boca Ballet Theatre. Customized financial and legal advice is usually required to appropriately structure a planned gift. Should you need a referral to qualified firms, Boca Ballet Theatre may be able to assist.

 
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Give based on your individual needs

There are various ways you can leave a legacy to BBT that meet your philanthropic and personal needs. Federal/State Tax benefits depend on the type of gift that you generously give to BBT. Please note that you should seek counseling from your financial advisor for all estate planning. To start your confidential conversation, please contact BBT’s Development Department at 561-995-0709 (ext. 225) or adoyle@bocaballet.org.

Charitable Trusts
No capital-gain tax when trust is established or property sold. There is a federal income-tax deduction for the charitable remainder value of your interest.

Bequests
A bequest in your will to BBT is fully tax deductible for estate tax purposes.

Retirement Plans
There is no federal income tax due on the funds that pass to BBT.

Life Insurance Policies
Assign all your rights to the policy to BBT and designate BBT as an irrevocable beneficiary under your life insurance policy.

Click below to enroll today!

 

Pavlova Legacy Society

 

 

Lucille Barton

Dottie Diaz

Elizabeth H. Dudley

Marleen Forkas

Martin Riskin