Designate the Clubs as a full or partial beneficiary of your qualified retirement plan (IRA, 401(k), 403(b)) using a beneficiary form. Avoid possible taxes for IRA or retirement plans left to non-spousal relatives by naming the Clubs as the beneficiary.
IRA Charitable Rollover
Are you 70 ½ or older? You can direct up to $100,000 of your required minimum distribution (RMD) to charity and pay no income taxes.
Contact us for questions or support in establishing your planned giving at donations@bgcmilwaukee.org