Planned Gifts

We are honored that you are considering Blair Charity Group as part of your planned giving. If you have any questions about the best way for you to benefit through a planned gift, please call us at (520) 303-7122. We would be happy to assist you and answer any questions that you have.

Gifts of Stocks
and Bonds


 

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way you can make a gift to The Blair Charity Group! By donating your stocks or bonds to BCG, you can:

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Empower underserved youth through sports!

You may make your gift in a few different ways:

  • By electronic transfer – Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to BCG

By certified mail – If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Gifts of Retirement
Assets


 

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift . If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission! By donating to BCG, you:

  • Avoid potential estate tax on retirement assets
  • Avoid income tax for your heirs on any retirement assets funded on a pre-tax basis

Receive potential estate tax savings from an estate tax deduction

Gifts of
Insurance


 

A gift of your permanent life insurance policy is an excellent way to make a gift to BCG. If you have a permanent (not term) life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to BCG. The benefits of making this gift are immense:

  • Receive a charitable income tax deduction
  • If BCG retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
  • If BCG cashes in the policy, you will be able to see firsthand how your gift supports youth in southern Arizona

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form, and include BCG as the beneficiary of your policy.

Please let us know if you have already included Blair Charity Group as a beneficiary of your assets. We would like to thank you and recognize you for your gift! Send us an email info@Blaircharitygroup.org.