ESTABLISH YOUR LEGACY
Planned Giving
Life Insurance
Leave a Legacy with Life Insurance Asset
Do you have a life insurance policy that you no longer need now that your children are out of college and on their own? Life insurance can be an affordable and simple way to make a significant planned gift. You can name Boys & Girls Club of the Lower Naugatuck Valley as a partial, contingent, or full beneficiary of your policy—or even designate the Club as the owner of the policy.
Retirement Assets
Leave a Legacy with Retirement Asset
Designate the Clubs as a full or partial beneficiary of your qualified retirement plan (IRA, 401(k), 403(b)) using a beneficiary form. Avoid possible taxes for IRA or retirement plans left to non-spousal relatives by naming the Clubs as the beneficiary.
IRA Charitable Rollover
Are you 70 ½ or older? You can direct up to $100,000 of your required minimum
distribution (RMD) to charity and pay no income taxes.
There is also a link for this.
Gifts of Appreciated Securities
Turn stock market gains into an investment in the youth of the Lower Naugatuck Valley! By donating appreciated securities, you can qualify for a tax deduction based on the full market value of your stock and avoid capital gains tax that would otherwise result from a direct sale.
Let’s Start Planning
For more information on how to include Boys & Girls Club of the Lower Naugatuck Valley in your estate plans, contact Nicole Stere at NicoleStere@BGC-LNV.org or call 203-924-7462.
Thank you for considering a bequest that will leave a lasting legacy, shaping the future of the youth in our community.