Include charitable giving as part of your Estate Plan

 In Blog, Donor

Have you ever wished you could help but thought you couldn’t afford to give? Perhaps you are concerned that giving may affect your cash flow or your family’s financial security. There is good news! You can support the Boys & Girls Club of Truckee Meadows without a major financial impact on yourself or your family. You may be surprised to learn that you can take some important steps to make a difference in our community with your gift, without giving away the assets you may need now or later in life. Including charitable giving as part of your estate plan will help you do just that! Here are two ways you can help today through a commitment for tomorrow.

Bequests: Naming the Club as a beneficiary in your will or trust is one of the easiest ways to help our cause. This gift will have no impact on your current lifestyle, and you can make a big difference in the lives of the children we serve. A bequest offers you flexibility and can be changed at any time. For example, you can make a gift to the Club only if you outlive your spouse or others you wish to support.

Beneficiary Designations: There are some assets that are easier than others to give to charity. Best of all, making these gifts doesn’t require a visit to your attorney to draft a will or codicil. For example, you can name us as a beneficiary of your retirement plan, investment account or life insurance policy. Many plan administrators and financial services companies include forms online, which makes it easy for you to complete a change of beneficiary. There are many easy, affordable ways to give back and make a difference!

Contact Iris Key, Resource Development Director, at (775) 360-2455 or email today – and then speak with your attorney or advisors – to learn more about the ways you can help your favorite charitable causes.

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