Please join our Heritage Club today!
We have found that in discussing the Heritage Club with potential members, there is often a concern that this has to be a complicated, expensive, and drawn-out process to complete. While some estate plans may require advanced planning and professional guidance, most of us can begin as members of the Heritage Club in some very simple-to-complete ways.
Some examples include:
- Name the Boys & Girls Clubs of Sarasota County as a partial or sole beneficiary of an existing life insurance policy. There is no cost to do this and the paperwork is minimal. If you consider purchasing a new policy to benefit the Boys & Girls Clubs of Sarasota County, the future benefit to the Club comes at a discounted cost (policy premium vs payout).
- Name the Boys & Girls Clubs of Sarasota County as a beneficiary to an existing IRA or other retirement plan. This may prove to have some added tax benefits to your estate, and therefore your heirs, over a simple bequest.
To learn more about becoming a member of the Heritage Club. Please contact Fran Levinson at 941-366-3911 or firstname.lastname@example.org to learn more about becoming a sponsor.