Planned Giving

Charitable IRA Rollover

The Charitable IRA Rollover allows individuals age 70½ and older to make direct transfers of up to $100,000 per year (and up to $200,000 per year for married couples) from individual retirement accounts to qualified charities without having to count the transfers as income for federal tax purposes. Since no tax is incurred on the withdrawal, gifts do not qualify for an income tax charitable deduction, but are eligible to be counted toward an individual’s minimum required distribution.

Contact Laura May, Director of Resource Development, at 508-485-4912 or laura.may@bgcmetrowest.org for instructions on how to complete a Charitable IRA Rollover.

 

Donor Advised Funds

A donor advised fund (DAF) is a charitable giving program that allows you to support Boys & Girls Clubs of MetroWest. If you have a donor advised fund managed by Fidelity Charitable®, Schwab Charitable®, or BNY Mellon Charitable® you can use DAF Direct to recommend a gift to Boys & Girls Clubs of MetroWest directly from our website.

Just enter an amount in the form below and click NEXT to complete your recommendation. For all other DAFs please contact your investment manager and inform them of your intent to support Boys & Girls Clubs of MetroWest.

Other Opportunities:

  • A gift in a will or living trust
  • A gift of a new or existing life insurance policy
  • A beneficiary designation on a life insurance policy
  • A gift of financial accounts
  • A gift of retirement benefits
  • A gift of a savings bond
  • A gift of long-term appreciated stock

 

To discuss the lasting impact that your planned gift can have on our Club and community, please contact Laura May, Director of Resource Development, at 508-485-4912 or laura.may@bgcmetrowest.org.