PLANNED GIVING

CREATE A LEGACY THAT LASTS

YOUR SUPPORT CHANGES LIVES

A planned gift allows you to support Boys & Girls Clubs of Greater Cincinnati beyond your lifetime while helping achieve your personal, financial, and philanthropic goals. Through options such as wills, trusts, beneficiary designations, retirement assets, and other legacy gifts, you can help ensure future generations of young people have access to safe spaces, caring mentors, and opportunities to thrive.

Mail

I'VE INCLUDED BGCGC IN MY PLANS

SUPPORT LOCAL KIDS WHILE

MAXIMIZING YOUR IMPACT

Donors age 70½ or older can support BGCGC through a Qualified Charitable Distribution (QCD) from their IRA. This allows eligible individuals to give directly from their IRA to BGCGC, which may help reduce taxable income while making an immediate impact for local youth.

Eligible donors may direct up to $111,000 annually from their IRA to a qualified charitable organization, such as Boys & Girls Clubs of Greater Cincinnati, without paying income taxes on the distributed funds.

Next Steps

Connect with your retirement provider.
Contact Ali Winters at (513)421-8909 ex 21 or awinters@bgcgc.org to discuss using your IRA to support the Boys & Girls Clubs of Greater Cincinnati and our mission.
Seek the advice of your financial or legal advisor.
To include the Boys & Girls Clubs of Greater Cincinnati in your plans, please use our legal name and federal tax ID. Please let us know of your gift (many retirement providers assume no responsibility for letting nonprofits know of your intentions, so your goals won’t be honored).

Legal Name

The Boys & Girls Clubs of Greater Cincinnati
Legal Address

1205 Dewey Avenue, Cincinnati, OH 45205
Federal Tax ID Number

23-7122205

BEYOND CREATING BRIGHT FUTURES

YOUR QCD GIFT CAN

Help fulfill all or part of your required minimum distribution (RMD).
Provide a tax-efficient way to support the causes you care about most.
Reduce taxable income by avoiding taxes on qualified charitable distributions.
Potentially lower Medicare premiums and the taxable portion of Social Security benefits.
Maximize the impact of your retirement assets while supporting future generations.

A SMART WAY

SUPPORT GREAT FUTURES

Donating appreciated stocks or securities is a simple, tax-efficient way to support Boys & Girls Clubs of Greater Cincinnati.

When you donate securities or mutual funds that have increased in value and have been held for more than one year, you may reduce or even eliminate federal capital gains taxes on the transfer. In many cases, donors may also qualify for a charitable income tax deduction based on the fair market value of the asset at the time of the gift.

Securities are commonly used to support BGCGC through:

Next Steps

Contact Ali Winter at (513)421-8909 ex 21 or awinters@bgcgc.org for additional information on appreciated securities.
Seek the advice of your financial or legal advisor.
If you include the Boys & Girls Clubs of Greater Cincinnati in your plans, please use our legal name and federal tax ID.

Legal Name

The Boys & Girls Clubs of Greater Cincinnati
Legal Address

1205 Dewey Avenue, Cincinnati, OH 45205
Federal Tax ID Number

23-7122205

BEYOND CREATING BRIGHT FUTURES

YOUR GIFT OF APPRECIATED SECURITIES CAN

Provide a tax-efficient way to support the causes you care about most.
Help reduce or eliminate capital gains taxes on appreciated assets.
Potentially qualify for a charitable income tax deduction based on the fair market value of the securities donated.
Maximize the impact of long-term investments while supporting future generations.
Allow you to make a meaningful charitable contribution without affecting your current cash flow.

OUR STOCK DELIVERY INSTRUCTIONS

BROKER

CONTACT INFORMATION

ACCOUNT NO.

A WAY TO CREATE

A LASTING LEGACY

Including Boys & Girls Clubs of Greater Cincinnati in your will or living trust is a meaningful way to support future generations while maintaining flexibility should your circumstances change over time.

With just a simple provision in your estate plans, you can help ensure BGCGC continues creating life-changing opportunities for local youth for years to come.

Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.

Next Steps

Contact Ali Winter at (513)421-8909 ex 21 or awinters@bgcgc.org for additional information on appreciated securities.
Seek the advice of your financial or legal advisor.
If you include the Boys & Girls Clubs of Greater Cincinnati in your plans, please use our legal name and federal tax ID.

Legal Name

The Boys & Girls Clubs of Greater Cincinnati
Legal Address

1205 Dewey Avenue, Cincinnati, OH 45205
Federal Tax ID Number

23-7122205

BEQUEST LANGUAGE

UNRESTRICTED GIFTS

For an unrestricted gift that allows us to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

RESTRICTED GIFTS

To designate your provision for a particular purpose:

"I give to the Boys & Girls Clubs of Greater Cincinnati, a nonprofit corporation currently located at 1205 Dewey Ave, Cincinnati, OH 45205, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as the Boys & Girls Clubs of Greater Cincinnati determines that the need exists. If the Boys & Girls Clubs of Greater Cincinnati shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then the Boys & Girls Clubs of Greater Cincinnati may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

A FUTURE GIFT

WITH LASTING IMPACT

Donors can name BGCGC as a beneficiary of a retirement account, life insurance policy, bank account, or other financial asset.

Beyond creating life-changing opportunities for local youth, naming Boys & Girls Clubs of Greater Cincinnati as a beneficiary can:

Require no immediate financial commitment, allowing you to support BGCGC in the future while maintaining control of your assets today.
Be simple to establish or update through a retirement account, life insurance policy, bank account, or brokerage account.
Allow you to retain flexibility, as beneficiary designations can typically be changed at any time.
Potentially reduce estate taxes and simplify the transfer of assets.

For many donors, beneficiary designations are one of the easiest and most impactful ways to make a future gift because they often require no attorney, no changes to a will, and only a simple form from the account provider.

Next Steps

Contact your account provider and request a beneficiary designation form, or log in to your online account.
Choose Boys & Girls Clubs of Greater Cincinnati as a beneficiary, either for a specific percentage or a fixed amount.
Provide BGCGC's legal name, address, and tax ID (EIN) as requested by the provider.
Submit the completed form to your account provider and keep a copy for your records.
Contact Ali Winter at (513)421-8909 ex 21 or awinters@bgcgc.org so we can thank you and ensure your gift is used according to your wishes.

Legal Name

The Boys & Girls Clubs of Greater Cincinnati
Legal Address

1205 Dewey Avenue, Cincinnati, OH 45205
Federal Tax ID Number

23-7122205

BENEFICIARY DESIGNATION

YOU CAN DESIGNATE BGCGC AS A BENEFICIARY OF:

Retirement accounts (IRA, 401(k), 403(b), etc.)
Life insurance policies
Brokerage and investment accounts
Bank accounts (where permitted)
Donor-advised funds (for successor beneficiary designations)