Planned Giving

Leave a legacy…and change a child’s life.

Your legacy can live on with a gift to the Boys & Girls Clubs of the Tennessee Valley Endowment Fund that will sustain programs for generations to come.

Make a gift* to the Endowment Fund and become a member of The Heritage Club.

The Heritage Club is an association of friends of Boys & Girls Clubs from all across the country.  Like you, these people seek to ensure that the future needs of our nation’s youth are met by contributing to the endowment funds of Boys & Girls Clubs.

When you join the Heritage Club, Boys & Girls Clubs will thank you by providing you with

• Local recognition
• A quarterly publication on tax and estate planning
• A personalized Heritage Club plaque
• A lapel pin that indicates your leadership in the mission to guarantee a strong future for our nation’s children
• Quarterly publications that let you know how your support is helping to change young lives

*A minimum gift of $10,000 is required for membership in the Boys & Girls Clubs of the Tennessee Valley Heritage Club.

Very often, donors ask about the various ways gifts to a non-profit agency can be structured or suited to meet individual financial circumstances. The following is a summary of the more common methods. This information is not intended as legal nor tax regulation advice.  You should meet with your tax counsel to discuss a planned giving program.

1. LIFE INSURANCE POLICIES
2. BEQUESTS
3. LIFE ESTATE
4. CHARITABLE LEAD TRUST
5. CHARITABLE REMAINDER TRUST
6. CHARITABLE REMAINDER ANNUITY TRUST
7. CHARITABLE GIFT ANNUITY
8. DEFERRED GIFT ANNUITY

Leave us your “Tax-Cursed” assets
As you review your estate plans, you may come across assets that will generate heavy tax burdens for your family.  Such items may be subject to both income taxes and “death taxes,” leaving heirs with only a fraction of their inheritance.

Examples include U.S. savings bonds, accounts receivable of a doctor or proprietor, renewal commissions of insurance agents, payments due you under installment sale arrangements, royalties under a patent license, IRA benefits and deferred compensation.

As a tax-exempt organization, we would keep every dollar of such “tax-cursed property.” Leaving these items to us will create estate tax charitable deductions that save even more taxes for your heirs.  Call us if you have questions about planning any kind of gift.

For more information about planned giving http://www.clubgift.org/plgive_main.jsp?WebID=GL2007-0850.