Planned Giving

Overview
Share Your Love of Dance With Future Generations
Through world-class performances, exceptional dance training, and impactful arts education programs, the Joffrey has shaped lives and built community in unique and profound ways since 1956. If dance has made a lasting impression on your life, consider a legacy gift to the art form that has so moved you. Include the Joffrey in your estate plan and play a leading role in our mission to provide shared experiences of beauty, joy, and inspiration for generations to come.
Include the Joffrey in your will or other gift planning and join our most loyal fans as a member of the Star Society. Membership benefits include an invitation to our annual appreciation luncheon, private rehearsal viewings, and, most importantly, you will take comfort and pride in supporting the Joffrey's future.
Increase Your Gift's Impact
Act now and be part of the Legacy Challenge: Ronald and Ann Waters will donate $1,000 to the Joffrey in honor of your Star Society membership - a special thanks for your shared commitment to our company's future.
If you have already included the Joffrey in your gift planning and would like to join the Star Society, please let us know.
We're Here to Help
Call Lauren Gardier at 312.386.8916 or email lgardier [at] joffrey [dot] org for more information. Please consult your financial adviser or estate attorney for any legal advice.
Legal Information For Your Legacy Gift
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Name: The Joffrey Ballet
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Address: 10 East Randolph Street, Chicago, Illinois, 60601
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Tax ID: 36-4009741
The Elizabeth Morse Charitable Trust is the generous sponsor of The Joffrey Ballet's Office of Planned Giving.
Learn More
Ways to Give
Ways to give through your estate plan
Creating an estate plan ensures that your hard-earned assets go to the people and places you choose. You can name the Joffrey in your estate plan in a number of easy ways:
Will or trust
Bequests made through a will or trust allow you to designate how your estate will be distributed.
Sample bequest language to include in your will or trust documents:
- "I give to The Joffrey Ballet, 10 East Randolph Street, Chicago, Illinois 60601, Federal Tax Identification Number 36-4009741, _____Dollars ($_____) / ___% of my estate."
- "If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to The Joffrey Ballet, 10 East Randolph Street, Chicago, Illinois 60601, Federal Tax Identification Number 36-4009741, [insert here the exact dollar amount or percentage of residual estate]."
Retirement plans
A retirement plan, such as 401(k) and IRA, can be a tax-efficient and simple way of including the Joffrey in your estate plan. Designate part or all of your retirement plan to the Joffrey through a beneficiary designation form available from your plan administrator or through your online account.
Most retirement plans are subject to income tax (and possibly estate tax) if the beneficiary is a person. However, a charitable organization that is named as a beneficiary does not pay income or estate tax. This enables you to give the full account value to the Joffrey and leave more favorably taxed assets to your heirs or other beneficiaries.
Donor-advised fund
Designate part or all of the remaining balance of your donor-advised fund to the Joffrey.
Life Insurance Policy
You can ask your provider to change the beneficiary of your policy and designate the Joffrey. You continue to own and control the policy but you will not receive an income-tax deduction because the designation to the Joffrey would be revocable.
This information is not offered as legal or tax advice.
Please consult with your professional advisors prior to any gift.
Benefits
Benefits
- A gift from your estate is a deferred commitment and remains in your control during your lifetime; you can modify your estate plan at any time.
- You can designate your gift to the area that is most meaningful to you or allow the Joffrey to direct it to the area in greatest need.
- The Joffrey is a nonprofit tax-exempt organization; assets from your estate can transfer to the Joffrey without being taxed, which can be advantageous for you and your heirs.
- Planning a gift through your will is easy, it gives you the satisfaction of providing for the Joffrey’s future, and it costs nothing during your lifetime.
- Become a member of the Joffrey's Star Society when you notify us of any planned gift from your estate. Receive invitations to special events and join others in your shared commitment to the Joffrey. Members can choose to be recognized publicly or remain anonymous.
Star Society
Join The Star Society
The Star Society recognizes those who have made a provision for the Joffrey in their estate plans. If you have already named the Joffrey in your estate plan, please let us know so we may thank you, welcome you as a member of the Star Society, and invite you to our annual luncheon and other appreciation events.
The Joffrey Ballet Star Society
Anonymous (7)
Mr. and Mrs. Brian W. Babcock, Sr.
Pamela Jo Block
D. Jeffrey and Joan H. Blumenthal
Greg Cameron and Greg Thompson
Mr. Paul Chasnoff and Mr. Joe Hopper
Deborah and Cody Engle
Patti S. Eylar and Charles R. Gardner
Ms. Christine B. Fisher
Mr. Michael Goldberger
Sue-Gray Goller
Sandi and Barry Hartstein
Dale Heiking
Barbara Henigbaum
Marci and Ronald Holzer
Ms. Jessica Jagielnik
Ms. Darlene Johnson
Anne L. Kaplan
Myrna W. Kaplan
Paul Kobasa
Henrietta Leary
Ms. Linda Levey
Philip Lumpkin
Mr. John McAllister
Mr. Kevin McGirr
Prof. Keith and Anne Moffat
Dr. Elaine Moor
Patricia Cox Morrin
Ms. Jane Ellen Murray and Mr. Edwin Wentz
Mr. Jonathan F. Orser
D. Elizabeth Price
Christine and Daniel Rahill
Eric C. Schieber, MD and Anthony Priore
Mr. Doug Schmidt
Thomas G. Sinkovic
Craig Sirles
Marilyn Slattery
Constance Steinhaus
Jeanette Stevens
Elisabeth Wilcox Szegho
Mr. and Mrs. Ronald V. Waters III
Mary Agnes Welsh
Diana and Stuart Widman
Andrea and Rich Winship
Mrs. Anna Mary Zarrelli
“I first saw the Joffrey when I was a teenage dance student in 1972—it was pure magic and I was hooked for life. What I have learned about the arts, and dance in particular, is that it all has the power to connect us in an unspoken yet powerful language, which is not only invaluable, but irreplaceable. My husband, Rich, and I have included the Joffrey in our estate plans to ensure that our experiences can be passed on to future dance artists and audiences alike. I simply cannot imagine a world devoid of classical ballet and dance.”
— Andrea Winship | Star Society Member
To register for the Star Society, please click here to complete the Star Society Registration Form.
Contact
We're Here to Help
Contact our planned giving office for information on how estate planning can benefit you and The Joffrey Ballet. We would love to help you achieve your philanthropic goals and leave a legacy that is most meaningful to you.
Lauren Gardier
Associate Director of Major Gifts
312.386.8916
lgardier [at] joffrey [dot] org
Legal Information For Your Legacy Gift
-
Name: The Joffrey Ballet
-
Address: 10 East Randolph Street, Chicago, Illinois, 60601
-
Tax ID: 36-4009741
This information is not offered as legal or tax advice.
Please consult with your professional advisors prior to any gift.
The Elizabeth Morse Charitable Trust is the generous sponsor of The Joffrey Ballet's Office of Planned Giving.