e-Booklets on Gift Planning

We hope that these FREE e-Booklets on gift planning will help you with your philanthropic gift planning.

If you cannot view the PDF files, download the Acrobat Reader software.

Ways to Give
Give the gift of a lifetime – Boston Ballet’s guide to gift planning. Read this e-Booklet to learn more.

Topics include gifts of: 

• Cash
• Real Estate
• Closely Held Stock
• Charitable Bequests
• Marketable Securities
• Life Insurance
• Life Income Plans

Planning your Will: How to make it personal and effective
A will is one of the most important documents you will execute during your life. Setup properly, a will can demonstrate your love and concern for family and the charitable organizations that have added meaning to your life. This e-Booklet explores the art of planning an effective will.

Topics include: 

• Legal Requirements
• Revoking or Amending
• Selecting an Executor
• Commonly Asked Questions
• Most Popular Forms of Bequests

Retirement Plan Assets: Leaving More to Your Family and Charity
Do you have an IRA, 401(k), Keogh plan, or 403(b)? While many of us have become concerned with the accumulation of retirement assets, far too few have thought about the ultimate distribution of those assets and their surprisingly harsh tax consequences.  Read this e-Booklet to learn more.

We are proud to honor those who have included Boston Ballet in their long term plans with membership in the Cathryn Keith Society. Click here to learn more. Have questions about gift planning? Please contact the Development Department at 617.456.6239 with any questions you may have.

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You should consult with your attorney and tax advisor to determine how these various options might affect your personal tax and estate-planning objectives.

James Whiteside and Misa Kuranaga in Giselle, photo by Rosalie O’Connor.