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Beneficiary Designation Gifts

Donating part or all of your unused retirement assets, or other tax-deferred plans, is an excellent way to make a gift.

You may not use all of your retirement assets during your lifetime. Please make a gift of your unused retirement assets to help further our mission.


Benefits of Gifts of Retirement Assets

  • Simplify your planning.

  • Support the causes that you care about.

  • Continue to use your account as long as you need to.

  • Heirs can instead receive tax-advantaged assets from the estate.

  • Receive potential estate tax savings from an estate tax deduction.

How to Make a Gift of Retirement Assets

To leave your retirement assets to Boys & Girls Clubs of Kootenai County, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Boys & Girls Clubs of Kootenai County as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Future Gifts from your Retirement Assets

Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Boys & Girls Clubs of Kootenai County. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. Please contact your retirement plan custodian and designate a future gift to Boys & Girls Clubs of Kootenai County.

Contact Us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions you might have.

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