Legacy Giving

The mission of the Boys and Girls Clubs of East County Foundation is to acquire, develop, invest, and manage funds and other assets for the purpose of supporting the Boys & Girls Clubs of East County, Inc. The Foundation does this by: 

  • Providing annual grants to the Boys & Girls Clubs of East County for staff development, operational support and scholarships for members that cannot afford fees associated with membership at the Club
  • Managing endowed funds to ensure the BGCEC can serve the children of our community in perpetuity  
  • Assessing feasibility for opening a Clubhouse in an East County community and manage a capital campaign to raise the funds for the project
  • Administering memorial college scholarship funds

Making a planned gift to Boys and Girls Clubs of East County Foundation is a simple and selfless way to craft a legacy that positively impacts East San Diego County’s children for generations to come. If you are a loyal supporter of the Club who believes in the mission of Boys & Girls Clubs of East County and wants to ensure that its valuable, life-changing programs continue to serve East County’s kids, please consider this transformational option.

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Types of Legacy Gifts

A simple way to make a planned gift is by designating assets to BGCEC Foundation 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 BGCEC receives a specific dollar amount or a % of the remainder.
  • Contingent bequest: BGCEC becomes a full or partial beneficiary if certain conditions are met, generally family or friends predeceasing the donor.

Many donors choose to make BGCEC Foundation a beneficiary of their retirement plans, such as an IRA, 401(k) 403(b). BGCEC Foundation may be designated as the primary, partial or contingent beneficiary. The gift is easy to make or modify, through the beneficiary designation form provided by the retirement plan administrator. Gifts of tax-deferred assets avoid the deferred income tax obligation and qualify for a charitable deduction.

BGCEC Foundation 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 BGCEC Foundation 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 BGCEC Foundation.
  • Charitable Lead Trust: Through a CLT, BGCEC Foundation receives income from the trust for a specified period and principal passes to heirs upon trust termination.

Reasons to Consider Donating Appreciated Stocks
Gifting stock is a simple and powerful way to help the Boys and Girls Clubs of East County Foundation’s support of local children:

  • You can easily donate appreciated stocks, bonds or mutual funds
  • The total value of the stock upon transfer is tax-deductible
  • There is no obligation to pay any capital gains taxes on the appreciation

Step 1: Complete your transfer
Contact the institution where your stocks are held and let them know you’d like to transfer the shares to the Boys and Girls Clubs of East County Foundation account at Charles Schwab. Please contact BGCEC Foundation Executive Director Forrest Higgins for account information. BGCECF’s Employer Identification Number (EIN)/Federal Tax Identification Number (TIN) is 23-7357173.

Step 2: Let us know about your gift!
Stock donations transferred to our account aren’t accompanied by donor information. We want to be sure we can acknowledge your charitable donation of stock and send you a tax receipt, so please be in touch. There are two easy options to report your stock gift details:

  1. Contact Forrest Higgins directly; Email: forrest@bgcec.org, Phone: 619-440-1600 x301
  2. Download our Stock Gifts Notification Form and fax the completed form to Forrest Higgins at 619-440-2331, or mail the completed form to:

Boys and Girls Clubs of East County Foundation
8820 Tamberly Way
Santee, CA 92071

Your legacy is in good hands with us. Please contact our CEO Forrest Higgins at 619-440-1600 or forrest@bgcec.org with questions about including the BGCEC Foundation in your estate plans or making a legacy gift.

Additional Legacy Giving Resources

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Smart Ways to Give in 2026.

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The Truth about QCDs!

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Sam’s Corner Part 3: Estate Planning Quiz.

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BGCEC Foundation does not provide legal or tax advice. The information herein is intended for education purposes only and should not be considered legal, tax, financial or other professional advice. BGCEC Foundation recommends that you seek you own legal, tax, financial and other necessary advice in connection with gift planning matters. To ensure compliance with IRS requirements, BGCEC Foundation discloses to you that this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties.