Beneficiary Designations

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A gift through your financial accounts

A beneficiary designation is a simple way to leave a gift to Boys & Girls Clubs of Northwest San Diego outside of your will or trust. You can name the Club as a beneficiary of eligible accounts and policies, allowing your gift to pass directly to us after your lifetime.

Make a beneficiary gift with:

IRA
Retirement plans
401(k)
403(b)
Pension
Bank accounts
Investment accounts

Benefits of beneficiary designations:

Simple
Complete a beneficiary designation form with your financial institution or account provider.
Flexible
You can generally change your beneficiary designation as your circumstances and priorities change.
Tax Benefits
Gifts to qualified charities may be excluded from your taxable estate and can provide potential tax benefits.
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When You Give

Retain control of your assets during your lifetime and designate Boys & Girls Clubs of Northwest San Diego to receive your gift after your death.

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How It Works

Contact your financial institution, retirement plan administrator, insurance company, or other account provider and request a beneficiary designation form. Name Boys & Girls Clubs of Northwest San Diego as a full, partial, or contingent beneficiary.

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Gift Options

  • Full beneficiary – designate the Club to receive 100% of the account or policy
  • Partial beneficiary – designate the Club to receive a percentage of the account or policy
  • Contingent beneficiary – designate the Club to receive the gift if your primary beneficiary does not survive you
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Ways to Leave a Beneficiary Gift

  • Name Boys & Girls Clubs of Northwest San Diego as a beneficiary of your IRA, 401(k), 403(b), or other retirement account
  • Name the Club as a beneficiary of a life insurance policy
  • Name the Club as a beneficiary of an eligible bank or investment account

Create a legacy that empowers great futures for generations to come.

Planned giving offers thoughtful, tax-smart ways to leave a lasting legacy while helping ensure every young person has the opportunity to reach their full potential.

Prefer to contact us directly? Contact us at legacy@bgcGreaterTogether.org or (858) 755-1592.

Questions? We’re here to help.


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