Make your Estate & Legacy Plans with BGCAZ
Welcome! We're pleased that you've shown interest in learning about the many benefits of Estate & Legacy planned Planned Gifts. If you have any questions about the best way for you to benefit through a planned gift, please call our Planned Giving Team at 602-954-8182.
Gift Options
Find out best way for you to benefit through a planned gift, please call our Planned Giving Team at 602-954-8182.
Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.
Gifts of Cash
A gift of cash is a simple and easy way for you to make a gift.
Gifts of Retirement Assetss
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.
Gifts of Real Estate
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.
Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
Gifts of Business Interests
As a business owner, you have the opportunity not only to build your business and accumulate wealth for yourself and your family, but also to accomplish your philanthropic goals through charitable planning. A gift of your corporate stock or assets can provide you with tax and income benefits and help further our mission.
Gift Models
Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.
Bequest
You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form. Read More
IRA Rollover
Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years. Read More
Beneficiary Designation Gifts
You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy. Read More
Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life. Read More
Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years. Read More
Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years. Read More
Charitable Lead Trust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings. Read More
Sale and Unitrust
You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life. Read More
Bargain Sale
We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price. Read More
Give It Twice Trust
You provide your children with a stream of income while making a gift to charity. Read More
Life Estate Reserved
You give your property to our organization but retain the right to use the property during your life. Read More
$800 - Provides 10 kids with academic and character development programs
$400 - 20 hours of drug prevention education or 15 dental screenings
$200 - 100 hot meals for hungry kids
$100 - Sponsors 4 kids to play in the basketball league
$50 - Helps transport 5 kids to the Club
Yes!
Boys & Girls Clubs of East Valley-Metro Phoenix*
Federal Tax ID: 86-0550646
Arizona State QCO Code: 20331 (Arizona DOR Form 321)
Mesa Arts Academy (School Tax Credit – CTDS #078613101 on AZDOR Form 322)
*For donations made to BGCMP in 2019:
Use BGCMP Federal Tax ID 86—0107639 and AZ QCO Code 20323 on your Arizona DOR Form 321 to claim your credits and/or deductions.
*For donations made to BGCEV in 2019:
Use BGCEV Tax ID 86-0550646 and AZ QCO Code 20331. Mesa Arts Academy (School Tax Credit – CTDS #078613101)
Tax circumstances are different for everyone: ask your tax adviser if you are eligible for the Arizona Qualifying Charitable Tax Credit and/or Public School Tax Credit for the year. Please consult your tax adviser regarding federal income tax.
How the Arizona Tax Credit Works
When you file your Arizona taxes, you can claim a dollar-for-dollar Arizona Charitable Tax Credit that will either reduce your tax liability or increase your refund. Learn More
2 Ways 2 Give
- Qualifying Charitable Organization Tax Credit, single filers maximum gift $400 and married filers up to $800. Boys & Girls Clubs of the Valley, Arizona State QCO Code: 20331 on AZDOR Form 321
- Public School Tax Credit, single filers maximum gift $200 and married filers up to $400. Mesa Arts Academy, School Tax Credit TDS Code: 078613101 on AZDOR Form 322
FOR EXAMPLE:
If a couple owes a $1,000 in state income tax, and donates $800, they may subtract the $800 from their tax bill and pay the state only $200.
If they owe NOTHING in Arizona state income taxes, and donate $800, they will get a refund of at least $800 back from the state — what a great way to give to BGCAZ AND get money back, dollar for dollar!
GREAT NEWS!
The Tax Credit is available to you even if you do not itemize your deductions on your taxes. And you can take advantage of BOTH tax credits.
If you make your direct contribution to Boys & Girls Clubs of the Valley, or Mesa Arts Academy, it must be received prior to your tax filing.
Yes, the CARES Act increases donation tax deductibility. This is a huge federal tax benefit for individuals and for corporations. Deadline is December 31, 2020
Join a special group of committed donors who believe that all children deserve a safe place to grow, play, learn and succeed. A monthly gift is easy to set up and manage. It provides immediate and sustaining support to the kids who walk through our doors everyday. Learn More
Learn "How to Give" and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
