bgckl foundation planned giving brochure

2
Now more than ever... help them move toward their future Lawyer Dancer Doctor Teacher Nurse Veterinarian Scientist Chef Planned Giving Helps Local Kids You■can■leave■a■legacy■by■giving■a■gift■of■money,■■ ■ assets,■or■property■to■charity. You■can■leave■a■gift■as■a■bequest■through■your■Will. Benefits Your■gift■will■change■the■lives■of■local■kids. You■or■your■estate■will■receive■tax■benefits. There■are■flexible■options■that■ensure■your■gift■will■■ support■the■Clubs■&■the■Foundation. If■you■make■a■gift■through■your■Will,■you■retain■■ control■of■your■assets. How Your Gift May Be Used An■investment■fund■is■maintained■by■the■Foundation■ to■secure■the■financial■stability■of■the■Clubs. The■Kelli■Mitchell■Camp■Fund■ensures■that■all■kids■■■ have■access■to■great■summer■camps. “In■From■the■Cold”■Fund■ensures■an■affordable■fee■■ structure■for■all■kids■including■free■memberships■or■■ subsidized■fees■for■kids■without■the■ability■to■pay. Capital■Improvements■Funds■help■pay■for■ongoing■■ or■new■facility■requirements. Recognition of Donors Donor’s■name■added■to■the■permanent■“Donor■■Wall”. Donor■acknowledgement■in■Club■newsletters. Other■customized■recognition. Donors■may■remain■anonymous■if■desired. Planned Giving Creates Tax Incentives A Gift of Securities Donate■public■securities■instead■of■cash■to■save■the■ tax■that■would■be■payable■at■the■time■of■the■sale■of■ the■securities. A Gift of Life Insurance Name■the■Foundation■as■the■beneficiary■of■your■ insurance■policy;■purchase■an■insurance■policy■in■the■ name■of■the■Foundation;■transfer■a■current■insurance■ policy■into■the■name■of■the■Foundation. Memorial Gifts Designate■the■Foundation■as■one■of■the■“charities■of■ choice”■when■making■memorial■donations■in■memory■ of■a■loved■one. A Gift of Property Designate■in■your■Will■that■you■make■a■gift■of■real■ estate,■jewelry,■art■work,■or■equipment. A Gift of Money Designate■in■your■Will■a■gift■of■a■sum■of■money■or■a■ percentage■of■your■estate. Charitable Gift Annuity A■sum■of■money■is■donated■to■the■Foundation■which■is■ in■turn■secured■in■an■investment■strategy■that■provides■ tax■credits■and■a■regular■income■to■the■donor■for■life. Charitable Remainder Trust Donate■investments■or■property■to■the■Foundation■for■ an■immediate■tax■credit■while■the■Foundation■receives■ the■balance■of■the■trust■after■your■death. “Very■few■times■in■life■ can■an■individual■make■ a■real■difference■to■a■ community-■especially■a■ child.■■Elaine■and■I■have■ supported■the■Club■since■ 1997.■We■ask■you■to■join■ us,■knowing■you■are■investing■in■a■financially■ disciplined■effort■that■maximizes■its■dollars■ to■help■children.■No■child■is■ever■turned■away■ because■of■lack■of■financial■resources.■Your■ support■of■the■Foundation■is■an■investment■ in■your■community■and■its■children.■We■will■ always■support■this■wonderful■place■of■hope,■ warmth,■possibilty■and■caring.■Children■are■our■ future;■they■are■the■foundation■of■tomorrow.” Greg & Elaine Walling “My■experience■with■the■club■has■been■on■■■ going■for■many■years.■As■my■own■children■ have■gone■through■the■summer■camp■and■ after■school■programs,■they■have■developed■ into■confident,■productive■young■adults.■ Let■us■continue,■as■a■community,■to■ensure■ that■children■can■visit■the■Boys■and■Girls■ Clubs■and■learn■it’s■a good place to be.” Gayle■Jones,■General■Manager Lindsay■&■District■Chamber■of■Commerce

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BGCKL Foundation Planned Giving brochure

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Page 1: BGCKL Foundation Planned Giving brochure

Now morethan ever... help them move toward their future

Lawyer Dancer Doctor Teacher Nurse Veterinarian Scientist Chef

Planned Giving Helps Local Kids■■ You■can■leave■a■legacy■by■giving■a■gift■of■money,■■ ■

■ assets,■or■property■to■charity.

■■ You■can■leave■a■gift■as■a■bequest■through■your■Will.

Benefits■■ Your■gift■will■change■the■lives■of■local■kids.

■■ You■or■your■estate■will■receive■tax■benefits.

■■ There■are■flexible■options■that■ensure■your■gift■will■■■ support■the■Clubs■&■the■Foundation.

■■ If■you■make■a■gift■through■your■Will,■you■retain■■ ■■ control■of■your■assets.

How Your Gift May Be Used■■ An■investment■fund■is■maintained■by■the■Foundation■■

■ to■secure■the■financial■stability■of■the■Clubs.

■■ The■Kelli■Mitchell■Camp■Fund■ensures■that■all■kids■■■■ have■access■to■great■summer■camps.

■■ “In■From■the■Cold”■Fund■ensures■an■affordable■fee■■■ structure■for■all■kids■including■free■memberships■or■■■ subsidized■fees■for■kids■without■the■ability■to■pay.

■■ Capital■Improvements■Funds■help■pay■for■ongoing■■■ or■new■facility■requirements.

Recognition of Donors■■ Donor’s■name■added■to■the■permanent■“Donor■■Wall”.

■■ Donor■acknowledgement■in■Club■newsletters.

■■ Other■customized■recognition.

■■ Donors■may■remain■anonymous■if■desired.

Planned Giving Creates Tax IncentivesA Gift of SecuritiesDonate■public■securities■instead■of■cash■to■save■the■tax■that■would■be■payable■at■the■time■of■the■sale■of■the■securities.

A Gift of Life InsuranceName■the■Foundation■as■the■beneficiary■of■your■insurance■policy;■purchase■an■insurance■policy■in■the■name■of■the■Foundation;■transfer■a■current■insurance■policy■into■the■name■of■the■Foundation.

Memorial GiftsDesignate■the■Foundation■as■one■of■the■“charities■of■choice”■when■making■memorial■donations■in■memory■of■a■loved■one.

A Gift of PropertyDesignate■in■your■Will■that■you■make■a■gift■of■real■estate,■jewelry,■art■work,■or■equipment.

A Gift of MoneyDesignate■in■your■Will■a■gift■of■a■sum■of■money■or■a■percentage■of■your■estate.

Charitable Gift AnnuityA■sum■of■money■is■donated■to■the■Foundation■which■is■in■turn■secured■in■an■investment■strategy■that■provides■tax■credits■and■a■regular■income■to■the■donor■for■life.

Charitable Remainder TrustDonate■investments■or■property■to■the■Foundation■for■an■immediate■tax■credit■while■the■Foundation■receives■the■balance■of■the■trust■after■your■death.

“Very■few■times■in■life■can■an■individual■make■a■real■difference■to■a■community-■especially■a■child.■■Elaine■and■I■have■supported■the■Club■since■1997.■We■ask■you■to■join■us,■knowing■you■are■investing■in■a■financially■disciplined■effort■that■maximizes■its■dollars■to■help■children.■No■child■is■ever■turned■away■because■of■lack■of■financial■resources.■Your■support■of■the■Foundation■is■an■investment■in■your■community■and■its■children.■We■will■always■support■this■wonderful■place■of■hope,■warmth,■possibilty■and■caring.■Children■are■our■future;■they■are■the■foundation■of■tomorrow.”

Greg & Elaine Walling

“My■experience■with■the■club■has■been■on■■■going■for■many■years.■As■my■own■children■have■gone■through■the■summer■camp■and■after■school■programs,■they■have■developed■into■confident,■productive■young■adults.■Let■us■continue,■as■a■community,■to■ensure■that■children■can■visit■the■Boys■and■Girls■Clubs■and■learn■it’s■a good place to be.”

Gayle■Jones,■General■ManagerLindsay■&■District■Chamber■of■Commerce

Page 2: BGCKL Foundation Planned Giving brochure

Your legacy can

change a child’s future...

Planned Giving

I want to be...

Our Club Mission StatementTo■provide■a■safe,■supportive■place■where■children■

and■youth■can■experience■new■opportunities,■overcome■barriers,■build■positive■relationships■

and■develop■confidence■and■skills■for■life.

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Your Legacy is a Child’s FutureIt■is■the■mission■of■our■Foundation■to■support■the■aims■of■the■Boys■&■Girls■Clubs■of■Kawartha■Lakes■by■■■■■■■■acquiring■the■necessary■financial■resources■to■meet■local■children■&■youth■services■needs.■

Through■the■fundraising■activities■of■the■Foundation,■Club■programs■are■offered■with■the■guarantee■that■no■child■will■ever■be■denied■access■due■to■financial■■■■■■■difficulties.■On■behalf■of■the■over■4,000■kids■who■use■our■programs-■thank■you■for■your■legacy■which■will■change■a■child’s■future.■■

Clubs Change Lives■■ Boys■&■Girls■Clubs■are■leading■providers■of■after■ ■

■ school■and■critical■hours■programs■that■support■ ■■ the■healthy■physical,■educational,■emotional■■ ■■ and■social■development■of■young■people.

■■ Boys■&■Girls■Clubs■help■foster■confidence,■■ ■■ resilience■and■self-esteem.

■■ Children■have■access■to■technology■learning.■■

■■ Kids■develop■healthy■living■habits.■

■■ Healthy■snacks■and■meals■are■provided.

■■ Young■people■are■empowered■to■develop■essential■■■■ leadership■and■employment■skills■that■■ ■ ■■ will■serve■them■now■and■in■adulthood.

■■ Research■shows■that■children■who■have■access■■ ■■ to■arts■programs■perform■higher■academically■■ ■■ and■are■less■likely■to■drop■out■of■school.■

107 Lindsay St.S.Lindsay, ON K9V 2M5

(705) 324-4493 www.bgckl.com

The information contained in this publication is neither legal nor financial advice and is provided for general information only. It should not be acted or relied upon by anyone without consulting with a professional legal and/or financial advisor. The Foundation is commited to protecting personal information - our privacy policies can be found at www.bgckl.com. Registered Charitable Org. No. 89919 8873 RR0001