Develop a Lasting Legacy with Planned Giving

Planned gifts are long-range contributions that will ensure the longevity of our organization and sustain our important work with kids. We invite you to explore all the creative ways you can make a lasting impact for local youth.

 

A Bequest Gift
…in your will can provide meaningful support to our mission. Bequests may be specific assets or amounts, or they may be proportional or residual in nature.

 

 

 

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

 

 

 

A Gift of a Life Insurance
…can be given to the Boys & Girls Clubs. Supporters may name the Boys & Girls Club as a partial or total beneficiary of a policy without giving up ownership.

 

 

 

Policy Charitable Remainder Trust
Allows you to transfer cash or appreciated property to the CRT. We help create an individual income arrangement that suits you. You will incur no capital gains tax on the initial transfer of long-term, appreciated securities or real estate.

 

 

 

A Charitable Gift Annuity
In exchange for a gift of cash or securities, we will agree to pay a guaranteed, fixed annual income for your lifetime. This income may start now or at a later date, such as retirement.
   

 

Heritage Club

This national giving society used to recognize individuals who have included a Boys & Girls Club in their estate planning. This planning might include a will, a trust, a charitable gift annuity or beneficiary designation in an insurance policy.

Members are recognized with lapel pins and plaques and are listed, with permission, as Heritage Club members in the Heritage Club annual report.

If you have already included the Club in your estate plan, simply declare your membership by contacting us to complete the confidential enrollment form.

Consult with your financial planner or attorney to discover how you can make a planned gift.

Jeremiah Milbank Society
Jeremiah Milbank was a remarkable person and lifelong volunteer who gave generously to his firm belief in the Boys & Girls Club programs. It is through his legacy that Boys & Girls Clubs of America has created The Jeremiah Milbank Society as a way to pay tribute to local Club donors on a national level.

 

The society was created to inspire and recognize higher level unrestricted giving from individuals within local Clubs. Each member of the society has given a minimum of $10,000 to their local Boys & Girls Clubs organization. Members of the Jeremiah Milbank Society are recognized throughout Boys & Girls Clubs of Whatcom County and receive national recognition within the Jeremiah Milbank Society catalogue. 

IRA Charitable Rollover Program

If you are 70 ½ or older, you are required to withdraw a portion of your IRA each year based on age. This portion is then taxed as income and can even push you into a higher tax bracket. Rather than withdraw this year, ask your advisor to distribute with the IRA charitable rollover program.

You can direct a transfer of up to $100,000 annually to the Boys & Girls Clubs of Whatcom County. Decide what you want to do with your Required Minimum Distribution (RMD) portion this year and help support your local Club.