Your Passion & Legacy. Their Hope & Opportunity.
PLAN NOW FOR TAX-WISE GIVING
If you are eligible, please consider making a tax-smart gift to the Foundation for Boys & Girls Clubs of Manatee County with a Charitable Rollover from your Individual Retirement Account. In 2015, Congress enacted a permanent extension of the IRA charitable rollover. As a result, individuals age 70½ or older can make gifts directly from their IRA to 501(c)(3) charities without counting the transfers as income in 2016 and beyond. Gifts from an IRA cannot exceed $100,000 per person ($200,000 for a couple) in a given year.
To complete an IRA Charitable Rollover:
1. Contact your IRA plan administrator.
2. Request a distribution of up to $100,000 and direct it to the Foundation for Boys & Girls Clubs, Inc. (TIN 65-0125981). If written instructions are required, you can download this sample letter.
3. Inform the Foundation for Boys & Girls Clubs about how to use your contribution by emailing us or sending us a copy of your letter or instructions.
Please contact the Foundation for Boys & Girls Clubs of Manatee County at (941) 761-2582 x 103 or firstname.lastname@example.org for more information.
Information contained in this communication should not be considered legal, accounting, or other professional advice. Individuals considering a planned gift to the Foundation for Boys & Girls Clubs of Manatee County should consult with their financial advisor.