“Bev and I can leave no better legacy than to help ensure that the Boys & Girls Club of Placer County will be here to inspire and empower our community’s children to become responsible citizens for future generations.”

Richard & Beverly Barber
Heritage Club Members

⋅ PLANNED GIVING ⋅

Discover the gift that meets your personal financial goals while ensuring Great Futures Start Here.

A Planned Gift is an excellent way to support the Club while extending the impact of your support beyond your lifetime. View the exciting options below and share this page with your Financial Advisor to discuss the best option for you. Call me if you have questions and so we can acknowledge your support by welcoming you to the Heritage Club. Your Planned Gift will impact the Club for generations to come.

Randy Tooker, CEO
Boys & Girls Club of Placer County
530.889.2273 

Gift Types

Planned Gifts can be given through a variety of ways. Some examples include stocks, bonds, life insurance, land, real estate, retirement assets, IRAs and cash.

Tax Information

Legal Name & Contact

Boys & Girls Club of Placer County
679 Lincoln Way
Auburn, CA 95603
530.889.2273

501(c)(3) Tax ID: 68-0321820

YOUR GIFTYOUR GOALHOW IT WORKSYOUR BENEFITS
Bequest> Maintain control of your assets during your life
> Make a gift to Boys & Girls Club at your death
> Estate tax charitable deduction
> Life use and ownership of your property
You designate Boys & Girls Club of Placer County as the beneficiary of your asset by will, trust or other instrument.
Charitable Gift Annuity> Receive fixed income for life
> Avoid capital gains tax on the sale of your appreciated property
> Enjoy the benefit of tax savings from a charitable deduction
> Charitable tax deduction
> Fixed income for life
> Partial bypass of capital gain
> Possible tax-free payment
You transfer your cash or appreciated property to Boys & Girls Club of Placer County 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> Transfer your appreciated property without paying capital gains tax
> Enjoy regular income for life or a term of years
> Receive the benefit of tax savings from a charitable deduction
> Charitable tax deduction
> Income for life or a term of years
> Possible income growth over time
> Avoidance of capital gains tax
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> Give cash or property to your family in the future
> Avoid substantial gift or estate tax
> Gift or estate tax deduction
> Asset and appreciation passes to family at a reduced cost
You transfer your cash or property to fund a lead trust that makes a gift to Boys & Girls Club of Placer County for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
Beneficiary Designation> Maintain control of your assets during life
> Make a gift to Boys & Girls Club of Placer County at your death
> Estate tax charitable deduction
> Lifetime use and ownership of your property
You designate Boys & Girls Club of Placer County as beneficiary of your bank account, life insurance policy or other instrument.
Individual Retirement Account> Maintain control of your assets during life
> Make a gift to Boys & Girls Club at your death
> Avoid possibly heavy taxes if IRA or retirement plan is left to non-spousal relatives
> Lifetime control of IRA, 401(k), 403(b) or pension account
> Lifetime income
> Estate tax charitable deduction
You designate Boys & Girls Club of Placer County as beneficiary of your IRA, 401(k), 403(b) or pension account.