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Impact their Lives

Leave a Legacy

Impact their Lives

Leave a Legacy

IRA Charitable Rollover

You have worked hard all your life and saved for the future. With your savings and investments, your retirement account may generate some major, unwanted taxes in your later years. You can fulfill your desire to substantially impact the mission of Boys & Girls Clubs of Central Florida and save on income taxes by using your IRA account.

Since 2015, individuals that are 70 ½ year of age and older, you can use your IRA account to contribute life-changing funds for our Club members. Current laws require you to take a Required Minimum Distribution (RMD) starting at 72 years of age from your IRA account and that percentage increases each year afterward. As an option for your current or possible giving, you can contribute any sum up to $100,000 a year to charitable organizations including Boys & Girls Clubs of Central Florida and avoid unwanted income taxes generated by a normal IRA withdrawal!

Learn more about how this simple process can work and save you on taxes!

Click on the links below for more details:

  • IRA Administrator >>
  • IR CR PDF >>

Please note: The IRA Charitable Rollover provision does not apply to 401k, 403b and Roth IRA retirement assets.  Consult your financial advisor for more information.

Using your Retirement Accounts to make Transformational Gifts

You can easily include Boys & Girls Clubs of Central Florida as a primary or secondary beneficiary of your IRA, 401K, 403b or Roth IRA accounts by alerting your plan administrator and completing the necessary form or paperwork.

You may consider donating a percentage or the full amount of your retirement accounts depending upon your estate and family’s needs once you are gone.

Federal Tax ID: 59-095-1887

Stocks (Securities)

Donor Advised Funds

Charitable Gift Annuity

Real Estate

Bequests

Life Insurance

Retirement Funds

Gifts that Pay You Income

Ways to Give Smarter

Good vs. Bad Assets

Request our Free Estate Planning Guide

Because our organization believes so strongly in the importance of you having a Will that honors your wishes and protect your family, we have a FREE Estate Planning Guide that we will send you. The guide is a thorough step-by-step review of things to consider when creating your estate plan. It will save you valuable time and resources by helping prepare important documents and information before meeting with your professional advisors.

Simply send your email or physical mailing address to Phillip Deal at pdeal@bgccf.org and request your copy. Phil can also be reached at 407-841-6855, ext. 103. 

Contact Us

For any questions, details and more information about Planned Giving, please contact Phillip Deal, Director of Major & Capital Gifts at pdeal@bgccf.org or 407-841-6855, ext. 103.

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