Pennsylvania Ballet’s planned giving programs allow you to make a more significant, lasting impact with the Ballet, while complementing your personal financial planning. A planned gift to the Ballet can help generate lifelong income, offer significant tax deductions, reduce or eliminate estate taxes, and convert low-yielding assets into a higher income stream at a reduced capital gains cost.
The Edwin E. Tuttle Society, named in honor of the Ballet’s former Board Chair, comprises the visionary supporters who have included the Ballet in their estate plans. Members enjoy unique opportunities, invitations to special events, and prominent recognition in playbills, programs, and other publications.
Pennsylvania Ballet partners with the Philadelphia Foundation, one of the oldest and most respected community foundations in the nation, to provide estate planning services. We are happy to meet with you and your financial advisors to help tailor giving strategies that best meet your needs.
Some common planned giving vehicles include: Bequests, Gifts of Retirement Assets, Gifts of Life Insurance, Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts.
For more information, contact Zac Joseph, Associate Director, Individual Gifts, at 445.544.8415 or firstname.lastname@example.org.