BENEFICIARY DESIGNATION GIFTS
You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to make a gift.
Benefits:
- Simplify your planning
- Support the causes that you care about
- Continue to use your account as long as you need to
- Heirs can instead receive tax-advantaged assets from the estate
- Receive potential estate tax savings from an estate tax deduction
Bequest
A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to the Boys & Girls Club of Western Lane County that will make a lasting impact.
You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
Benefits:
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to charity
Blended Gifts
There are many combination gift options that can make your giving go farther than a simple gift of cash or property. Blended gifts are gifts that help you see the impact of your giving today and continue to support our mission in the future.
Benefits:
- Increase the impact of your giving
- Preserve wealth for you and your family
- Enjoy greater tax savings
- See the results of your giving today
Donor Advised Fund
A donor advised fund (or DAF) might be a great solution for you. You can use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.
- Establish a flexible vehicle for annual charitable giving
- Benefit from a more tax and cost efficient alternative to a private foundation
- Obtain a charitable income tax deduction in the year of your gift
Endowment Gifts
You can leave a legacy to perpetually support the causes you love with an endowment gift. An endowment is a fund you can create now or in the future to achieve the impact you desire. The income earned on your endowment will provide lasting annual support to your charitable causes.
Benefits:
- Establish an endowment during your lifetime and see the impact each year
- Benefit from an income tax deduction in the year you make your gift
- Avoid capital gains tax on an endowment gift of appreciated property
Gift and Bequest
A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.
Benefits:
- Receive a charitable income tax deduction for your gift made to us this year
- Continue to use and control your assets during your lifetime
- Leave a lasting legacy through a bequest to support our work after you are gone
IRA Rollover
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.
Benefits:
- Avoid taxes on transfers of up to $105,000 from your IRA to our organization
- May satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
- Make a gift that is not subject to the deduction limits on charitable gifts
- Help further the work and mission of our organization