

Estate & Legacy Giving







Estate & Legacy Giving
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
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.
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 Retirement Assets
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 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 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 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
A bequest in your will is a powerful way to ensure young people across our region have access to transformative programs and mentorship for generations to come. If you do not have an up-to-date plan in place, you can create your legal will for free using this trusted resource from our partners at FreeWill, and start your legacy with Boys & Girls Clubs of the Valley at the same time.
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


FAQ's
$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 the Valley*
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)
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.
The short answer is this: tax credits help you save more money when it comes to paying income taxes. The longer answer... A tax deduction can only lower your taxable income and the tax rate that is used to calculate your tax obligation. A tax credit reduces how much you owe, giving you a larger refund of your withholding. But certain tax credits can give you a refund even if you have no withholding. You can read more at IRS.gov, but it might be easier to understand if you look on YouTube!
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.

