Leave a legacy
A planned gift is a way to craft a legacy that positively impacts our Whittier youth.
What are the benefits?
- A publication on tax and estate planning.
- A lapel pin that indicates your leadership in the mission to guarantee a strong and stable future for our nation's children.
- National recognition in The Heritage Club annual report.
Join the Heritage Club
The Boys & Girls Clubs of Whittier offers positive alternatives to children who may be surrounded by negative influences, showing them how to live successful and productive lives. Since 1967, the Club has provided safe havens for young people by offering quality programs and critically important relationships with nurturing and reliable adults.
Your support through a planned gift will ensure that future generations of our children will have the opportunity to live successful lives in a safe, positive and caring environment. Any deferred gift qualifies you to become a member of the Heritage Club.
How Can I Become a Member of the Heritage Club?
Joining the Heritage Club is easy! Simply communicate your intentions by printing, signing and returning our enrollment form. For more information, you may request The Heritage Club brochure. For assistance, you may request that a planned giving representative contact you to discuss your specific estate planning needs and opportunities by contacting Oscar@bgcw.org or(562) 945-3787 EXT. 104
Ways to Give
Be a part of an organization that is positively impacting and transforming the communities surrounding us by choosing to get involved in one or more of the following ways:
BEQUEST THROUGH WILL OR TRUST
A simple way to make a planned gift is by designating assets to the Boys & Girls Club of Whittier in your will or living trust. Bequests can take a variety of forms:
General bequest: Gift of a dollar amount or % of assets of the estate.
Specific bequest: Gift of a designated asset or property.
Residual bequest: After all debts, expenses and specific bequests have been paid Boys & Girls Club of Whittier receives a specific dollar amount or a % of the remainder.
Contingent bequest: Boys & Girls Club of Whittier becomes a full or partial beneficiary if certain conditions are met, generally family or friends predeceasing the donor.
GIFT OF RETIREMENT ASSETS
Many donors choose to make Boys & Girls Club of Whittier a beneficiary of their retirement plans, such as an IRA, 401(k) 403(b). Boys & Girls Club of Whittier may be designated as the primary, partial or contingent beneficiary.
GIFT OF DESIGNATED FINANCIAL ACCOUNT
Boys & Girls Club of Whittier can be named as a beneficiary of a non-retirement financial account by establishing a transfer at death designation. Assets are transferred directly to Boys & Girls Club of Whittier and avoid probate.
GIFT OF LIFE INSURANCE ASSETS
Boys & Girls Club of Whittier can receive proceeds from a life insurance policy through a variety of gift techniques. Gifts may be revocable or irrevocable and can be affected through a Change of Beneficiary form obtained from one's insurance provider.
Trusts that benefit Boys & Girls Club of Whittier can be established either during a donor’s lifetime or at the time of death. Often these trusts are used to reduce gift and estate taxes and provide income to beneficiaries. Below are two common options:
Charitable Remainder Trust: A CRT creates current income for beneficiaries and an income tax deduction for the donor. When the trust ends, principal passes to Boys & Girls Club of Whittier.
Charitable Lead Trust: Boys & Girls Club of Whittier receives income from the trust for a specified period and principal passes to heirs upon trust termination.
Our official name is: Boys & Girls Club of Whittier
Address: 7905 S. Greenleaf Ave.
Phone: (562) 945-3787
Taxpayer identification number: # 95-6151763