A Charitable bequest is one of the easiest and most flexible ways that you can leave a gift to the Boys & Girls Clubs of Capistrano Valley that will make a lasting impact.
Benefits of a bequest:
Receive an estate tax charitable deduction
Reduce the burden of taxes on your family
Create a legacy of Building Great Futures
How a bequest works:
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Boys & Girls Clubs of Capistrano Valley as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Here are some of the ways to leave a bequest to the Boys & Girls Clubs of Capistrano Valley:
Include a bequest to Boys & Girls Clubs of Capistrano Valley in your will or revocable trust.
Designate the Boys & Girls Clubs of Capistrano Valley as a full, partial or contingent beneficiary of your retirement account (IRA, 401 (K), 403 (B) or pension).
Name the Boys & Girls Clubs of Capistrano Valley as a beneficiary of your life insurance policy.
A bequest may be made in several ways:
Percentage bequest- make a gift of a percentage of your estate
Specific bequest- make a gift of a specific dollar amount or a specific asset.
Residual bequest- make a gift from the balance or residue of your estate
If you have any questions or comments, please email Nicole Watson, Associate Executive Director at nwatson@bgccapo.com.
