Planned Giving

The goal of planned giving is to help you plan your estate and charitable giving in a way that benefits you, your family and charity. There are several ways you can make these planned gifts to your Boys & Girls Club and enjoy tax and income benefits.

You don’t have to be wealthy to make a difference. They are ways to participate in planned giving that appeal to all different financial situations. Ask about:

Bequest

You designate Boys & Girls Club as the beneficiary of your asset by will, trust or other instrument.

Charitable Gift Annuity (CGA)

You transfer your cash or appreciated property to Boys & Girls Club in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.

Charitable Remainder Trust (CRT)

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax-free and provides you with income for life or a term of years.

Charitable Lead Trust (CLT)

You transfer your cash or property to fund a lead trust that makes a gift to Boys & Girls Club for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.

Beneficiary Designation

You designate your Boys & Girls Club as beneficiary of your bank account, life insurance policy or other instrument.

Individual Retirement Account

You designate your Boys & Girls Club as beneficiary of your IRA, 401(k), 403(b) or pension account.

Heritage Club

2016 Heritage Club Members

The Heritage Club is an association of friends of Boys & Girls Clubs who seek to ensure the future of the organization by including a gift in their will or estate plan. These supporters trust the Boys & Girls Clubs of the Tennessee Valley to reach out to young people and make a positive impact on their lives.

  • Scott & Brenda Bacon
  • Ernie & Pam Brooks
  • John Saylor & Donna C. Dempster
  • Brian & Gerry Donaldson
  • C. Coulter “Bud” Gilbert
  • Jeff Hagood
  • Jeff & Lisa Hurst
  • Tim & Sharon Irwin
  • John D. & Phyllis M. Lee
  • Sanford “Sandy” Loy
  • Charles L. McGuff
  • Bill & Shirley Myers
  • Raymond L. Oakes III
  • Jim & Sue Oakes
  • Emmet & Linda Vaughn
  • Susan & Bill West
  • Dean & Debbie Winegardner

For more information about planned giving, contact Ernie Brooks at 865-232-1104 or email.

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