Legacy and Tax Incentive Giving
There are many ways to support the kids at the Boys & Girls Clubs of Yellowstone County. This can include gifts you make today and gifts that make an impact after your lifetime. There are also gifts that offer significant tax benefits. Explore the below gift options and strategies that work best for you and your family.
Monetary Gifts
Most common way to invest.
It is simple to give and can be invested immediately into the Boys & Girls Clubs of Yellowstone County Endowment Foundation to annually support the Club today and for years to come. If you itemize your tax deductions, your gift is fully deductible up to 50% of your adjusted gross income.
IRA ROLLOVER
Why consider this gift?
With a gift transfer from your IRA you will pay no taxes on the gift, it will not be counted as income and can count against your required minimum distribution (RMD).
BEQUEST
Great way to make a revocable gift if your life circumstances change
A bequest can enhance your lifetime commitment to saving the lives of the kids who call the Club home each day while preserving your assets during life. There are a number of bequest options including: percentage of your estate, specific dollar amount, specific property or the remainder of your estate after all other bequests are satisfied.
PLANNED GIVING
What will your legacy be?
What will your legacy be? Planned giving is the best way to leave a powerful and lasting legacy that will positively impact the lives of our community’s children, especially those who need us most.
The Heritage Club
The Heritage Club provides national recognition to those individuals who have named the Boys & Girls Clubs of Yellowstone County or Boys & Girls Club Endowment Foundation in their Estate plans.
For more information on how you can be recognized in the Boys & Girls Clubs’ Giving Societies please contact Karrie Owen at 406-294-4511 or Kowen@bgcyellowstone.org
Endowment Foundation Board of Directors
2024 – 2025
Officers:
President
Greg McDonald
Vice President
Randy Harvey
Treasurer / Secretary
Jack Eagle
Directors:
Brian Brown – Past President
Catherine Bergman
Cole Derks
Kevin Guenthner
Steve Knudson
William Northey
Linda Schmaing
Mark Sorlie – Past President
Tom Zimmer