Planned Giving
When you think about the future, you think about the people and values that matter most. For many of our supporters, that includes ensuring young people in our community have the opportunities they deserve.
A legacy gift, such as including Boys & Girls Clubs of Salem, Marion and Polk Counties in your will or estate plans, is a simple and powerful way to make that commitment last beyond your lifetime.
Your gift will help provide safe spaces, caring mentors, and life-changing programs for generations of youth to come. It’s a way to continue supporting the kids and families you care about well into the future.
There can also be financial and tax benefits for you and your loved ones, depending on the type of gift you choose.
And because every dollar invested in Boys & Girls Clubs returns $10.32 in economic impact, your legacy will create lasting benefits not just for individual youth, but for our entire community.
Bequest
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
Sample Bequest Language
Gifts of Life Insurance
If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.
Donor Advised Fund
With a donor advised fund, you can make gifts during your lifetime, and when you pass away, your children can carry on your legacy of giving.
Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift.
Gifts of Retirement Assets
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k) or other tax-deferred plan is an excellent way to make a gift to our organization.
Gifts of Real Estate/ Personal Property
Donate a valuable asset in exchange for powerful tax benefits.
Can I name the Club’s Foundation as the gift recipient?
It’s up to you! The Club’s Foundation is a restricted endowment fund that provides ongoing support to the Club. Foundation funds are professionally invested and managed for long-term growth. Each quarter, the Foundation’s Board of Trustees reviews the fund and directs distributions to the Club annually. Distribution amounts are targeted to benefit the Club, while still allowing the fund to grow over time. A gift to the Foundation is a great way to benefit the Club for many years to come.
- To name the Foundation, you can use language similar to the following: “Boys & Girls Club of Salem, Marion and Polk Counties Foundation (Tax ID: 93-1038306).”
- To name the Club directly, you can use language similar to the following: “Boys & Girls Club of Salem, Marion and Polk Counties (Tax ID: 93-0581470).”
Can I direct how my gift will be used?
Yes, you can! These are commonly referred to as “restricted gifts.” We can work with you to create designated gifts that will support Club efforts in the areas that are important to you. We often refer to these as “Donor Impact Funds.” If you have a specific wish, we want to ensure your intent is correctly understood and acted upon. Please contact us for more information on Donor Impact Funds and gifts for specific purposes.
Contact Us
If you or your attorney would like Boys & Girls Club of Salem, Marion and Polk Counties to provide you with additional information that is specific to your goal and interest, please contact Robbin Kerner, our Chief Development Officer, at (503) 581-7383 x1027.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.