Develop a Lasting Legacy with Planned Giving

A planned gift is a meaningful way to create a lasting impact—one that helps more Milwaukee youth for years to come. By including Boys & Girls Clubs of Greater Milwaukee (BGCGM) in your legacy, you ensure future generations of youth will have the programs, resources, and guidance to help them achieve academic success, make healthy life choices, and foster the skills they need to reach their full potential. Your thoughtful planning today builds a foundation of hope for the youth of tomorrow.

Bequests

A bequest is a simple yet powerful way to leave a lasting legacy—one that costs nothing during your lifetime but can transform lives for generations to come. You can ensure your values live on through expanded opportunities for youth by including BGCGM in your will or revocable trust. You can designate a specific amount or a percentage of your estate, and this flexible, revocable gift allows you to adjust your plans as your life evolves—all while making a meaningful impact on Milwaukee’s youth.

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Life Insurance

If you have a life insurance policy that is no longer needed now that your children are grown and independent, you can turn it into a meaningful planned gift. By naming Boys & Girls Clubs of Greater Milwaukee as a full, partial, or contingent beneficiary—or even transferring ownership—you create a lasting legacy that supports and empowers Milwaukee youth for years to come.

Retirement Assets

Designate Boys & Girls Clubs of Greater Milwaukee as a full or partial beneficiary of your qualified retirement accounts—such as IRAs, 401(k)s, or 403(b)s—using a simple beneficiary designation form. This thoughtful choice can help you avoid potentially significant taxes that apply when retirement assets pass to non-spousal heirs, while creating a powerful legacy that benefits Milwaukee’s youth.
IRA Charitable Rollover

If you’re 70½ or older, you can gift up to $100,000 from your IRA directly to charity—lowering your taxable income while supporting Milwaukee’s youth and meeting your required minimum distribution.

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Real Estate/Other Assets

Transform real estate you no longer need or want to manage—whether it’s a vacation home, farm, or rental property—into a meaningful gift during your lifetime or through your estate. By donating property, you may qualify for a tax deduction based on its fair market value and avoid capital gains taxes that typically arise from a sale, all while making a lasting impact on Milwaukee’s youth.
Please note: The Clubs will evaluate all real estate donations to ensure they meet our acceptance criteria and align with our planned giving program.

Securities

Turn your appreciated securities into a powerful investment in the future of Milwaukee’s youth. By gifting stocks or other securities, you can receive a tax deduction based on their full market value while avoiding capital gains taxes that come with selling them outright. It’s a smart way to maximize your impact and support the next generation.
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Gifts That Pay You Income

Imagine supporting Boys & Girls Clubs of Greater Milwaukee while also enhancing your own financial security in retirement. With specially designed planned gifts, you can receive reliable income for life, reduce your tax burden, and make a lasting difference in the lives of youth in your community. While it might sound complicated, it’s really quite simple.
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Donor Advised Funds

A donor advised fund (DAF) allows you to recommend charitable gifts during your lifetime—and build a legacy of giving that can be carried on by your children. You can recommend a grant from your DAF to benefit Boys & Girls Clubs of Greater Milwaukee and help ensure more youth have the opportunities they deserve. While BGCGM does not sponsor DAFs, we are a qualified nonprofit and gratefully accept grants from all major DAF providers. Simply recommend a grant in support of the area of BGCGM’s work that matters most to you.

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Additional Resources

For more details on specific giving vehicles, find additional resources (such as videos and gift calculators) through Boys & Girls Clubs of America.

 

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Examples are for hypothetical purposes only and are subject to change.

Do You Have Questions or Want to Pre-Plan Your Giving?

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