Beneficiary Designation

Life Insurance and Retirement Funds

You can leave your life insurance or retirement assets to us and your children will save on income tax

Your goal:    

  • 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