WAYS TO GIVE
Send a check made payable to The Sarasota Ballet:
The Sarasota Ballet
Attention: Development Department
5555 North Tamiami Trail
Sarasota, FL 34243
To make a donation using your credit card, contact The Development Department at 941.225.6504
GIFTS OF STOCK OR EQUITIES
Your contribution of stock is tax deductible at its fair market value at the time it is donated, even if its value has increased. The following are the instructions needed to transfer stock to The Sarasota Ballet:
Below are the transfer instructions to use when you wish to contribute securities and/or cash to The Sarasota Ballet:
Account Name: Sarasota Ballet of Florida General Account
Account Number: 57-4735-00
Tax ID: #65-0135900
Custodial Bank: US Bank
Attn: Christopher “Lee” Stewart
Questions: 513.632.4194 [email protected]
Important: Because electronic transfers are made without identifying the donor, please contact us in advance about the number and type of shares that will be given. You can email or phone The Development Department at 941.225.6504.
CONSIDER A LEGACY GIFT
Naming The Sarasota Ballet in your will or living trust allows you to provide for the future of The Sarasota Ballet while maintaining control of your current assets. You can choose a dollar amount or percentage of your estate, or include The Sarasota Ballet as a contingent beneficiary.
Sample wording: “I bequeath the sum of $_______ or Description of Property or _______% to Sarasota Ballet of Florida, Inc., 5555 North Tamiami Trail, Sarasota, FL 34243, EIN#0 65-0135900, to be used or disposed of for the benefit of The Sarasota Ballet of Florida, Inc.”
CHARITABLE IRA ROLLOVER
The IRA Charitable Rollover provision allows individuals who have reached age 70½ to donate up to $100,000 to charitable organizations directly from their Individual Retirement Account (IRA), without treating the distribution as taxable income.
The IRA current gifts rollover is very simple. The transfer is directly from the IRA to The Sarasota Ballet, a qualified public charity. The IRA rollover is not taxable on the donor’s tax return and there is therefore no need for a tax deduction. It is a nice, simple and effective way of making a charitable gift. It also helps to satisfy your required minimum distribution.
There are many ways to include The Sarasota Ballet in your estate planning. We can help with your personal philanthropic goals. To discuss Planned Giving please contact The Development Department.
If your firm or company offers a matching gift program, you are credited with the entire contribution. Many companies even match gifts made by board members or retirees.
For questions related to giving, contact the Development Department at 941.225.6504
FINANCIAL INFORMATION FOR THE SARASOTA BALLET
The Sarasota Ballet’s sound fiscal management practices and commitment to accountability and transparency have earned the highest marks from America’s two largest independent charity evaluators, Charity Navigator and GuideStar.
A copy of official registration and financial information may be obtained from the Division of Consumer Services by calling toll-free 1-800-HELLPFLA within the State. Registration does not imply endorsement, approval or recommendation by the State.