PLANNED GIVING - HERITAGE CLUB

    Leave a Lasting Legacy with Boys & Girls Clubs of North County

    Every day we write part of our story—a story that will become a legacy passed down to the next generation. If a pivotal chapter in your life’s journey involves creating a gift that continues to make a difference, then consider forging a lasting impact that will shape the future for generations to come by becoming a member of our Heritage Club and making a planned gift.

    A planned gift will not only offer crucial support to Club kids and teens but will also provide immediate or deferred tax advantages for you and your loved ones. Every dollar invested in Boys & Girls Clubs returns $9.60 in economic benefits to individuals and society, so your contribution can influence the well-being of others far into the future.

    Join us in scripting a legacy that resonates far beyond the present, defining the future for Boys & Girls Clubs of North County and the young lives we shape.

    Types of planned gifts include gifts by will or trust, beneficiary designations in retirement accounts, life insurance policies, and charitable trusts.

    For more information, please email Maureen Sullivan, VP of Development at [email protected] or call 760-728-5871.

     

    Benefits of membership in the Heritage Club

    Heritage Club

    The Heritage Club is an association of friends of the Boys & Girls Clubs of North County. These friends of the Club seek to ensure that the future needs of our local youth are met by including our Boys & Girls Club in their estate plan. This planning might include a will, a charitable gift annuity, a trust, or an insurance policy.

    Benefits of Heritage Club

    • A welcome letter and the Heritage Club lapel pin indicate your leadership in the mission to guarantee a strong future for our local youth
    • A periodic publication on tax and estate planning
    • National recognition in the Heritage Club Annual Report

    Current Members of the Heritage Club

    (Individuals who have made a “pledge” to the Boys & Girls Club of Fallbrook Foundation.)

    Beverly Thordarson
    Sharon Arnstein
    Mike Choate
    Jim & Andria Butcher
    Abe & Jan Oliveras
    Mike & Beth Reed
    Bob & Karen Tavano

    Boys & Girls Club of Fallbrook Foundation Club Members

    (These individuals have fulfilled their planned gift to the Boys & Girls Club of Fallbrook Foundation.)

    Anne Goodwin
    Arleen E. Millyard
    Arthur J Hanson
    Caroline Raleigh
    County of San Diego
    Elizabeth D. Brodstreet
    Ellen Robinson
    Flossie C. Hanson
    Geldard Family
    Helen Hunt
    Howard G & Nancy C Dinwiddle Trust

    Irma Thorne
    Leone H Gheen
    Louis L. Roripaugh
    Marjorie Eloise Show
    Mary E Dodge
    May Family
    Roesch Estate
    Rotary Club of Fallbrook
    Thelma R. Lemon
    Valerie Koistra
    Walter Dethlefs

    Boys & Girls Clubs of Fallbrook Foundation

    Our Boys & Girls Clubs of Fallbrook Foundation is the investment vehicle for the Boys & Girls Clubs of North County, and it now shares a roof with the Boys & Girls Clubs of North County.

    By providing financial support, resources, and advocacy, the Boys and Girls Club Foundation helps ensure that Boys & Girls Clubs of North County can continue to provide critical services to children and youth.

    The Foundation is pleased to express its appreciation for the recent gift from the Luke and Marilyn Mohr Charitable Remainder Trust, with Legacy Endowment Community Foundation serving as trustee. We are grateful for this generous donation.

    Boys & Girls Clubs of Fallbrook Foundation Board

    Dale Mitchell, President

    Steve Grimm, Vice President

    Mike Edelstein, Treasurer

    Christopher Bouse, Secretary

    Eilleen Delaney, Director