LEAVE A LEGACY

BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA

Have you ever thought about your legacy or the impact you can have on future generations? Including a provision for Big Brothers Big Sisters of Northeast Florida in your estate plan is the ultimate way to continue investing in your values and leaving a legacy even after you’re gone. You can find a charitable plan that lets you provide for your family and create a legacy of defending the potential of Northeast Florida’s youth. Below are a few easy options to structure a charitable estate gift:

GIVE THROUGH YOUR TRUST.

Name Big Brothers Big Sisters of Northeast Florida as a beneficiary in your will. Your bequest can be for a specific dollar amount or a percentage of your estate.

GIVE THROUGH LIFE INSURANCE.

Naming Big Brothers Big Sisters of Northeast Florida as a beneficiary on your life insurance policy is as simple as filling out a form with your plan administrator. And it is easy to change later if your needs evolve.

GIVE RETIREMENT ASSETS.

Designating Big Brothers Big Sisters of Northeast Florida as a beneficiary on your IRA, 401k, or other retirement plan is another simple way to leave a lasting impact. If you are writing an estate plan that includes both BBBSNEFL and your own children, it may be beneficial to name your children on your life insurance policy (a tax-free benefit for your children) and name BBBSNEFL on your retirement policy, which would be taxable for your children but not for Big Brothers Big Sisters of Northeast Florida.

IMPORTANT NOTES

The best way to have a BIG impact on the Littles of the future is to have a conversation with Big Brothers Big Sisters of Northeast Florida development staff before you start creating your plan. Please contact Megan Ortega at (904) 586-4478 or mortega@bbbsnefl.org to get started.

BRING IN THE PROFESSIONALS.

With any gift planning option, consult with your financial and tax professionals for advice specific to your situation. Big Brothers Big Sisters of Northeast Florida does not provide legal, tax, or accounting advice. The content of material set forth above has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You may not rely upon the content contained herein for any decisions that you make with respect to any current or future donation or contribution to this agency. Instead, you should consult your own tax, legal, and accounting advisors or financial planners before making any contribution to BBBSNEFL or planned contribution.

Legal Name: Big Brothers Big Sisters of Northeast Florida, Inc.

Address: 40 East Adams Street, Suite 220, Jacksonville, FL 32202

Federal Tax ID Number: 59-0974739