Planned Giving and Estate Planning
Help us give hope and opportunity to Oxnard and Port Hueneme ’s youth for years to come. Making a donation through a planned gift is a great way to create a legacy of support for our youth while providing for your own future.
Planned giving offers significant benefits, including:
Good News-Charitable Incentives and Reforms Pass House and Senate
IRA charitable rollover! Among the charitable tax incentives included in the bill is an IRA rollover provision, which allows individuals age 70 ½ and older to make charitable donations up to $100,000 from an IRA without having to count the donation as taxable income.
- Potentially increasing your income
- Satisfying your personal and financial goals
Choose from several ways to make a lasting contribution to Boys & Girls Clubs of Greater Oxnard and Port Hueneme. We’d be happy to talk with you or your financial advisor about additional information or confidential examples specific to your own situation.
Please contact Linda Le Brock at:
Telephone: 805-815-4959 x 205
E-mail: llebrock@bgcop.org
Estate Planning – For many donors, a gift made through a will or trust is the most realistic way to make a major gift. A bequest also may be made in honor or memory of another individual.
- Gifts of Appreciated Property – This may include stocks, bonds, mutual funds or other assets that you have owned for more than one year and that have increased in value since the time of purchase.
- Charitable Remainder Trust – A charitable remainder trust is a personalized life income gift that provides a donor with a lifetime income and a charitable income tax deduction. Donors may designate the remainder of their trust to benefit Boys & Girls Clubs of Greater Oxnard and Port Hueneme.
- Charitable Lead Trust – This trust provides income payments through lead interest to Boys & Girls Clubs of Greater Oxnard and Port Hueneme for a set period of years. At the end of this fixed period, the assets in the trust revert to the donor, to family members or others.
Planned Giving
Click Here for more information about planned giving and the many benefits available to you.
Click Here for information about the Harriet H. Samuelsson Heritage Club |
