Planned Giving

The Artistic Director’s Society

Extend your legacy and become a member of The Artistic Director’s Society. This special group of patrons are investing into the future by including Carolina Ballet in their estate plans.

Become a Member

Include Carolina Ballet in your estate planning and create a lasting legacy that will continue to bring world-class ballet to North Carolina.

By joining our Artistic Director’s Society, you’ll receive exclusive, members-only benefits such as invitations our many special events each season. In addition, members are provided special insight into the Ballet’s creative process to be able to see how their estate gift will contribute to the art form for future generations.

We have flexible estate planning options that will allow you to specify how your gift will support the ongoing needs of Carolina Ballet while simultaneously meeting your philanthropic goals.

Legacy Gift Form

To become a member of The Artistic Director’s Society, please contact

Adam Schiffer
Director of Development



Bequests are the most popular type of deferred gift. You can include a bequest in your original will or living trust, or add one later by an amendment. The gift can be a specific amount of money, a specific piece of property, or a percentage of your estate. A bequest gift is very flexible and allows you to retain control over your assets should you need them during your lifetime.

Retirement Plan Gifts

You can designate Carolina Ballet as the beneficiary of your IRA or other retirement assets such as 401(k) and 403(b) plans. Carolina Ballet will receive the funds upon your passing. You can leave just a portion to Carolina Ballet or the entire balance. Because of income tax considerations, this is one of the most tax-wise ways you can make a gift. Alternatively, you can make outright gifts during your lifetime from these same assets which Carolina Ballet can use immediately.

Life Insurance Gifts

You may have a paid-up life insurance policy that you no longer need. You can make a gift by transferring the policy outright to Carolina Ballet or naming Carolina Ballet as a beneficiary, similar to what you are able to do with retirement assets. Or you might think about taking out a new policy benefiting Carolina Ballet and receive tax benefits with each premium paid.

Charitable Remainder Trusts

A charitable trust is another way to make a gift and receive income for life. It is more flexible in nature than a gift annuity and can allow you to meet different personal goals. Your payments can be either fixed or variable in amount. A partial income tax deduction is another appealing feature.

Charitable Lead Trusts

This trust arrangement allows you to make current gifts to Carolina Ballet while passing your assets along to heirs sometime in the future, often with greatly reduced estate and gift taxes. It can also be arranged so that the remaining trust principal returns to you at the end of the trust term.

The Artistic Director’s Society

Anonymous (2)
Ellen B. Adelman
Mr. and Mrs. Glenn E. Anderson, Jr.
Julian T. Baker, Jr.
Mr. Jeff Basham and Ms. Susan Garrity
Carl Blackman and Carolyn Miller
Jon and Lane Blank
Mr. and Mrs. J. Miles Branagan
Wendy Brown
Dr. Yvonne G. Bryant
Mr. and Mrs. David A. Davenport
Mr. and Mrs. Alexander J. DeGrand
Jenny Eury
Liz and Britt Ferrill
Peter Hamilton
David Thomas Hardison
Dr. and Mrs. Hank G. Hoomani
Raymond Horace Johnson
Stefanie and Douglas Kahn
Lou and Don Kline
Ms. Billie L. Marrow
Dr. LeRoy and Mrs. Charlotte Martin
Mark McClure and Cheryl McClure Elliott
Mrs. Marion L. McMorris
Mr. Charles W. Millard, III
Ms. Dianne Oakland
Louise Pariser
Elizabeth Parker

Dr. and Mrs. Clif Patterson
Cedric and Sue Pearce
Ms. Jill J. Pinto
Ms. Anne A. Platsky
Mr. and Mrs. W. Trent Ragland, Jr.
Ms. Karla Reed
Ms. Margaret Goldsmith Rice
Mrs. June Roberg
Dr. Robert Schantz
Paul and Pat Scheible
Ellen Schloemer
Mr. Walter Shur
Mr. and Mrs. C. Hamilton Sloan
Mr. Hamilton Sloan
Eve and Sherwood Smith
Ms. Zigrida R. Smith
Ms. Elizabeth R. Stoker
Charles D. Sumner
W. Trent Ragland Trust
Ms. Monica Van Sciver
LaVerne and Bob Wells
Helen H. White
Peggy Wilks and Don Davis
Helen Wolfson
P.C. Yelverton
Judy and Steve Zelnak
Mr. and Mrs. David B. Zoffer