Bequests

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A gift through your will or estate

A bequest is a gift through your will or trust and is one of the easiest gifts to make. It’s costs you nothing during your lifetime and has flexibility so you can plan it to meet your personal objectives.

Fund a bequest with:

Cash
Retirement plans
Appreciated securities
Real estate
Tangible personal property
Closely held stock
Life Insurance policy

Benefits of bequests:

Maintain Control

Decide how your assets are distributed among loved ones and charitable organizations.

Flexibility
Bequests are generally revocable, allowing you to update your plans as your circumstances, priorities, or family needs change.
Tax Benefits
Receive an estate tax charitable deduction.

When You Give

Maintain control of your assets during life and make a gift to BGCNWSD at your death.

How It Works

With the help of an attorney, you can include language in your will or trust specifying a gift to be made to Boys & Girls Clubs of Northwest San Diego as part of your estate plan, or you can make a bequest using a beneficiary designation form. View sample bequest language.

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Gift Options

  • 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

Ways to Leave a Bequest

  • Include a bequest to Boys & Girls Clubs of Northwest San Diego in your will or revocable trust
  • Designate Boys & Girls Clubs of Northwest San Diego as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name Boys & Girls Clubs of Northwest San Diego as a beneficiary of your life insurance policy

Sample Bequest Language

In as little as one sentence in your will or trust, you can complete your gift.

“I give to Boys & Girls Clubs of Northwest San Diego, Tax ID 95-3201906, the sum of $_____ or ____% of my estate to be used for its general purposes.”

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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