Your support through a planned gift will ensure that future generations who walk through the Club doors will have opportunities to be guided, to be empowered, and to participate in programs to help them grow into healthy, caring, responsible adults.

There are several ways you can leave a legacy through planned giving to Boys & Girls Clubs of Greater Dallas and enjoy tax and income benefits. Below are some giving options that you might consider.

If you have questions, please contact Fashika Willis at fwillis@bgcdallas.org or 214-821-2950 ext 727.

You designate Boys & Girls Clubs of Greater Dallas as a beneficiary of your asset by will, trust or other instrument. Bequests allow you to retain control of your assets during your lifetime. A bequest can be tailored to almost any set of circumstances, and it provides an unlimited deduction for estate tax purposes.

An income-producing gift, such as a gift annuity or charitable remainder trust, enables you to generate a current income tax deduction while providing yourself or a loved one with a secure source of income for life or a period of years. When funded with appreciated assets, it can also help you increase your income while avoiding capital gains taxes.

A lead trust enables you to transfer wealth to family while reducing or eliminating estate and gift taxes. Trust assets are removed from the taxable estate, and growth in value passes tax-free to heirs. You postpone the transfer until heirs are more mature. Payment of trust income to Boys & Girls Clubs of Greater Dallas for a term of years creates a charitable legacy with funds that are otherwise destined for the IRS.

A gift of a life insurance policy, or simply naming Boys & Girls Clubs of Greater Dallas as a beneficiary of your bank account, allows you to make a major gift for a modest cost. Many donors use insurance gifts to receive a current tax deduction while disposing of an old policy that is no longer needed. Other donors purchase a new policy, donate it to BGCD, and make an annual gift to cover premiums.

By designating Boys & Girls Clubs of Greater Dallas as the beneficiary of all or a percentage of your IRA or any other qualified retirement account such as a 401(k), 403(b) or pension account, you can make a substantial gift while avoiding income and estate taxes that may consume as much as two-thirds of the account balance.

You may receive gift credit and an immediate charitable income tax deduction, typically for the appraised value of your gift. Your charitable deduction equals the full value of your gift as long as it is used to further our charitable mission.

We are pleased to introduce the members of The Clint Murchison Legacy Society, individuals who have named Boys & Girls Clubs of Greater Dallas in their estate plans or have established deferred gifts. When you notify us of your legacy gift, we would be pleased to include you as a member.

  • Anonymous (2)
  • Charles R. English
  • Karen & Tom Falk
  • Barbara and Michael Kimps
  • Christine MacLaurin*
  • Joy S. Mankoff
  • Charles S. Sharp, Sr. and Ruth Collins Sharp Altshuler
  • John H. & Anne S.* Rodgers
  • Nancy Swartz*

 

Download our Estate Planning Guide to learn more!

 

Planned Giving Guide Download