6 Ways to Make a Planned Gift

A Gift In Your Will Or Living Trust A simple charitable bequest can provide very meaningful support for our mission as well as reduce the amount of estate and inheritance taxes paid.

A Gift Of A New Or Existing Life Insurance Policy Many people have life insurance policies that are no longer needed for their original purposes.  Such policies can be given to the Boys & Girls Club and an income tax deduction can be taken for the cash surrender value.

A Beneficiary Designation On Your Life Insurance Policy Without giving up ownership of your life insurance policy, you can still designate the Boys & Girls Club as a whole or partial death beneficiary.

A Gift Of Financial Accounts Most checking, savings and brokerage accounts can be bequeathed to the Boys & Girls Club through a simple “payable on death” designation with your financial institution.

A Gift Of Retirement Benefits Naming the Boys & Girls Club as primary, partial or contingent beneficiary of your retirement plan is a simple, practical gift idea.

A Gift Of Savings Bonds Many people have fully appreciated savings bonds.  These assets cannot be donated during your lifetime without first being converted to cash, and therefore, generating taxable income.  By making a gift of savings bonds through your will, you can avoid this tax and support our mission.