Planned Giving Head
Photo: Rick Brodzeller

Planned Giving

With a planned gift, you can create a legacy that will continue your tradition of support and allow future generations to enjoy the artistry of the Milwaukee Ballet as you have. Some planned gifts offer immediate tax deductions as well as income for life.

There are many simple ways to include the Milwaukee Ballet in your estate plans. A bequest, charitable annuity or a gift of retirement fund assets each offers its own set of financial benefits for you and for the Ballet.

Gifts by Bequest
Bequests are a convenient and flexible way to support the Milwaukee Ballet. By naming the Ballet in your will or living trust, you can make a meaningful gift while maintaining control of your assets during life. Your gift to the Milwaukee Ballet may be either a specified amount of money or a percentage of your estate, or you may include the Ballet as a contingent beneficiary.

Gifts that Provide Income
A charitable remainder trust allows you to claim a charitable deduction for a portion of your gift when it is made, plus you receive an annual income during your lifetime. If you prefer, you can have the income paid to a loved one. These gifts are ideal for Milwaukee Ballet patrons who have highly appreciated stock and would like to receive additional income or provide support for a friend or family member.

Other Gift Options
There are many other planned giving options that might work with your financial plans. For instance, you can designate the Milwaukee Ballet as the beneficiary of your retirement plan assets or a life insurance policy. Please contact the Development Office, or your financial advisor to discuss a legacy gift to the Milwaukee Ballet that will match your personal financial plans and philanthropic goals.

To learn more about how you may leave a legacy for future dance enthusiasts, please contact:

Angela Reilly
Development Director
Phone: 414-902-2129
Email: areilly [at] milwaukeeballet [dot] org