Make a Gift in a Few Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

It is very simple to name New York City Ballet as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

See How It Works

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

An Example of How It Works

Ballet dancers Robert and Chris treasure the financial help they have been able to give their children and NYCB over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left NYCB a $75,000 IRA to be transferred following their lifetime. Because NYCB is tax-exempt, all $75,000 will help support our mission.

If Robert and Chris had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Chris are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy, or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like New York City Ballet to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Faith Petrides at 212-870-5686 or SerenadeSociety@nycballet.com to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: New York City Ballet, Inc.
Address: David H. Koch Theater, 20 Lincoln Center, New York, NY 10023
Federal tax ID number: 13-2947386