Traditionally, the holiday season is a time when we make a special effort to be with our loved ones—sharing gifts and showing our appreciation for those who mean the most to us. Many also set aside time during the holidays to make special gifts to our favorite charities, such as Boys and Girls Clubs of…
Did you know you can give the Boys and Girls Club of East County Foundation your personal residence, vacation home, farm or other property—while enjoying immediate and possible future tax benefits? Here are the advantages: Make a significant gift today If you own property for longer than a year that is fully paid off and…
One of the few things certain in today’s economic environment is change. As the end of the year approaches, you may want to review and possibly revise your financial plans, including your charitable giving. Here are some tips that may be helpful as you work through your review, so you avoid some common pitfalls: Make…
Take care of your loved ones in your estate plans! The beginning of a new season is the perfect time to make plans, including ones that will benefit those you care about after your lifetime. After special individuals in your life are taken care of, a gift through your will—called a bequest—ensures your support of…
The Boys and Girls Clubs of East County Foundation proudly announces the winners of the 2024 Art Butler and Nancy Fazio Memorial Scholarships! Join us in recognizing seven outstanding local young people as they begin their college careers this Fall. Special thanks to the Butler and Fazio families for their dedication to local youth and…
Endowments can be traced back to the 11th and 12th centuries. As religious gifts to help the poor, they were administered by medieval bishops and priests. These days, an endowment gift can be made to a wide variety of charitable organizations and institutions. Endowment gifts can be made in a variety of ways: How does…
Test Your Knowledge of Wills and Trusts Ever wonder whether you should distribute your assets through your will alone or in conjunction with a living trust? Either way, it would be wise to be well informed about your options. Complete the following True or False questions to see how well you know the similarities and…
Did you know if you are 70½ or older, you can make a gift directly to the Boys and Girls Club of East County Foundation from an individual retirement account (IRA)? Continue reading for more information about this tax-wise way to give and see if this giving technique would be advantageous for you. Some benefits…
What’s next? Contact Us! Forrest Higgins is the Executive Director of the Boys and Girls Clubs of East County Foundation. Please don’t hesitate to call with questions on how to get started! 619-440-1600 | www.bgcec.planned.gifts
A will and a revocable living trust are vital tools when it comes to estate planning. What some people fail to realize, however, is that a large part of their estate will pass through beneficiary designations from life insurance policies, retirement accounts and other arrangements. 1. Understand the basics. You can name beneficiaries for a…
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