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Gift Planning

Ways to Give

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Wills & Trusts

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Boston Ballet.

Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.

Retirement Plans

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Boston Ballet's future.

Real Estate

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Boston Ballet.

Life Income Gifts

Support the mission you care about and receive income for life.

The IRA Gift (QCD)

The IRA charitable rollover is a terrific way to make a tax-free gift to Boston Ballet using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).

Donor-Advised Fund

A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come.

Financial Accounts

While you may transfer many of your assets through your will or living trust, you can do the same for a variety of financial accounts.