You can ensure the future of the arts in partnership with The Joffrey Ballet while earning an income from your gift.
You can learn more about these special opportunities in our free brochure, Making an Impact with Your Donor-Advised Fund, and other complimentary planning resources. These resources are just a click away!
Charitable Remainder Trusts
A Charitable Remainder Trust (CRT) is a tax-free trust that pays you and/or other beneficiaries an annual distribution. This payment is either a percentage of the annual value of the trust, or a percentage of the original gift amount.
How it works:
- You transfer cash or an appreciated asset* into an irrevocable trust.
- The trustee then sells the asset, paying no capital gains tax, and reinvests the proceeds.
- For the rest of your life (or a term of years), you and/or another beneficiary receive payments from the trust.
- After your lifetime, the remaining principal is used to support the mission of The Joffrey Ballet.
Benefits to you include:
- You receive income for life for you or your heirs.
- You receive a charitable income tax credit for the charitable portion of the trust.
- You create your legacy as a champion of the arts.
*While donating real estate is the most common way to fund a charitable trust, a wide variety of assets can be used, including cash, appreciated publicly traded or closely held stock, as well as oil, gas or mineral interests.
From a Supporter Like You
Sarah Torri and her family first fell in love with the Joffrey about 15 years ago after reading personal testimonials from Joffrey artists. The whole family has been involved with Joffrey programs, met Company Artists, and become personally invested in the bright future of the Joffrey. Read more about Sarah and her family’s journey with the Joffrey below.
Our team is here to help
Our experienced team is here to help you…
- Learn about special projects that align with your interests.
- Structure a donation that maximizes benefits for you and your loved ones.
- Stay up to date on how your gift is used.
- And more!