When you include the Boys & Girls Club in your estate plans, you can feel great knowing that you’ll be helping meet the needs of local children for generations to come.
If you’re intending a planned gift, we would appreciate if you could please fill out the Intent to Give Form, so that we may share our gratitude and invite you to join our special Heritage Society! This form is not legally binding.
The following opportunities offer simple ways to include the Boys & Girls Club in your estate plans, with tax benefits for your heirs.
Of course, if you would like to discuss alternative giving vehicles, please reach out!
You may include the Boys & Girls Club in your will for a specific amount, a percentage of your estate, or a remainder gift after bequests to other interests have been paid. A bequest provides an estate tax deduction for the full value of your bequest to the Club. It can be included in a new will or revocable trust, or it can be added to an existing will or trust through a simple amendment, often at minimal expense.
Insurance or Pension Beneficiary Designation
You can easily designate the Boys & Girls Club as a beneficiary of a life insurance policy or retirement account. When the time comes, the Club receives the proceeds. Your heirs benefit indirectly as well, because policy proceeds distributed to an exempt organization are deductible for estate and inheritance tax purposes, leaving more to be distributed to them from otherwise taxable assets. Ask your insurance or retirement account manager for a beneficiary designation form.