With a planned gift to the 1967 Society, you can combine your desire to give philanthropically with your overall financial, tax and estate planning goals.

Give bequests and wills, gifts of stock or real estate, gift annuities, and more.

Giving Through Your Will

A specific dollar amount, specific asset, or percentage of an estate may be specified in your will or trust to be paid to the Boys & Girls Clubs.

Giving Appreciated Assets

A charitable deduction for income tax can be taken based on the fair market value of the stock at the time your gift is made. Gifts of low-basis stock can result in avoidance of capital gains tax. In some situations, a gift of closely held stock can allow you to maintain control of the corporation while still claiming income tax deductions. a gift of appreciated real estate will allow you to avoid capital gains tax, as well as brokerage fees and closing costs.

Giving Life Insurance

New or current life insurance policies may be transferred or irrevocably assigned to the Boys & Girls Clubs as beneficiary, or you can retain ownership of a policy, pay the premium, and simply name the Boys & Girls Clubs as the beneficiary. Both have substantial tax benefits to you and your estate.

Charitable Remainder and Lead Trust

A significant donation can be structured in a remainder trust with lifetime income for one or more beneficiaries and the remainder going to the Boys & Girls Clubs or with the lifetime income going to the Boys & Girls Clubs and the remainder going to the beneficiaries. Trusts can be designed to meet your individual needs and provide savings on income, capital gains, and estate taxes.

Charitable Gift Annuity

Boys & Girls Clubs now offers gift annuities at $10,000 or more in stock or cash. The donor receives an immediate charitable income tax deduction for a portion of the gift and Boys & Girls Clubs contracts with the donor to pay a guaranteed lifetime income to one or two annuitants at a current fixed rate of between 5.0% (age 60) to over 9.5% (age 90+) based on the annuitants’ ages. Annuity payments can begin immediately or be deferred to a future date. This donation option gives the donor the opportunity to increase personal annual income or retirement income.

For detailed information on planned giving and to subscribe to the planned giving newsletter, please visit the Boys & Girls Clubs Serving Wake County page at ClubGift.org or contact 919./834-6282.