Planned Giving Options: Ways to Give

planned-giving-2Outright Gift
You can make a gift of cash, stocks, bonds, real estate, or other assets to the Yavapai Big Brothers Big Sisters Foundation, or to our special interest fund at the Yavapai County Community Foundation.   Your charitable gift qualifies for tax advantage under federal law, and immediately helps to grow the endowment established for the benefit of Yavapai Big Brothers Big Sisters.

Bequest by Will
You can designate a specific gift or portion of your estate to the YBBBS Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes.

Charitable Gift Annuity
You can make a gift of cash or property to the YBBBS Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life.

Charitable Remainder Trust
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the YBBBS Foundation and becomes part of a perpetual endowment to support the programs of the YBBBS agency.  You receive income tax benefits the year you establish your trust.

Charitable Lead Trust
You can place cash or property into a trust that pays a fixed amount to YBBBS for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.

Important Note:  The Yavapai County Community Foundation has agreed to serve as Trustee of any Charitable Trust Benefiting YBBBS Foundation.

 

Compare Planned Giving Options

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