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Impact their Lives

Leave a Legacy

Impact their Lives

Leave a Legacy

Stock & Other Securities

Your investments have grown through the years but you now face major long-term capital gains taxes once you sell any of your stocks or mutual funds.  You have the option to donate your stock or securities that you have held for more than one year directly to Boys & Girls Clubs of Central Florida and pay ‘zero’ capital gains taxes and even qualify for a charitable deduction equal to the full value of your stock/securities gift.

Here’s more details and an illustration of how donating appreciated stock or securities can be an invaluable way for you to impact children’s lives and help you give “smarter”.

Other Ideas for Appreciated Stock & Other Securities

Appreciated stock and securities held for more than a year can also be used to start or fund various Planned Giving vehicles that can provide tax relief while generating funds for charitable giving or income for you or your family for many years to come.

Securities can help fund the following vehicles:

  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds

Links that explain each of these Planned Giving options are highlighted below.

IRA Charitable Rollover

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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