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Impact their Lives

Leave a Legacy

Impact their Lives

Leave a Legacy

Retirement Funds

You have worked hard all your life and saved for the future. With your savings and investments, your retirement account may generate unplanned taxes in your later years or produce an unexpected tax burden for your non-spousal heirs. Here’s some ideas to discuss with your family and professional advisors that could help reduce tax burdens and fulfill your desire to substantially impact the mission of Boys & Girls Clubs of Central Florida.

Giving Now

If you are 70 ½ year of age and older, you can use your IRA account to contribute life-changing funds to our Club members. Current laws require you to take a Required Minimum Distribution (RMD) starting at 72 years of age and the RmD increases each year afterward. As an option for your current or potential gifts, you can contribute up to $100,000 a year from your IRA to Boys & Girls Clubs of Central Florida and avoid unwanted income taxes by donating through your IRA!

Here are more details of how this simple process can work and save you taxes!

Giving Later

You can easily include Boys & Girls Clubs of Central Florida as a primary or secondary beneficiary of your IRA account by alerting your IRA administrator and completing the necessary form or paperwork.

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

What if I have a 401K, 403b or Roth IRA?

You can donate a percentage or the full amount of your 401K, 403b, or Roth IRA to Boys & Girls Clubs of Central Florida as well.

Please note: The IRA Charitable Rollover provision does not apply to these retirement assets. The IRA Charitable Rollover only works with IRA accounts. Consult your financial advisor for more information.

Boys & Girls Clubs of Central Florida does not provide tax, legal or financial advice. These materials have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or financial advice. You should consult your own tax, legal and financial advisors before engaging in any transaction.

Stocks (Securities)

IRA Charitable Rollover

Donor Advised Funds

Charitable Gift Annuity

Real Estate


Life Insurance

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 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 or 407-841-6855, ext. 103.

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