Life Insurance and Retirement Funds
You can leave your life insurance or retirement assets to us and your children will save on income tax
- You retain control and use of your assets during your lifetime.
- Keep giving to the community after your death.
How it works: You designate Boys & Girls Clubs of Monterey County as beneficiary of your life insurance policy,
retirement or bank account.
Benefit to you:
- No cost to you now, yet gives you the satisfaction of knowing you have provided for the future well being of children.
- You may modify your designation if your circumstances change.
- Gifts from your estate may be exempt from federal estate taxes