Planned Giving

How will you leave a legacy?

Learn how leaving a legacy with The Bucks County Opportunity Council can help support the causes you care about while continuing to meet your current financial needs.

Consolidated Appropriations Act 2023 (CAA) and Your Support

Reach Your Philanthropic and Financial Goals with Planned Giving

A legacy gift enables you to support The Bucks County Opportunity Council, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including The Bucks County Opportunity Council in your will or trust, naming BCOC as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.

Join The Legacy Society

When you make a gift to The Bucks County Opportunity Council from your will or trust, you'll be welcomed into The Legacy Society and join other supporters and friends of our important mission. Is The Bucks County Opportunity Council already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.

Watch this message from BCOC donor Gene Epstein

How to Give

Not only do you have options for how your gift to The Bucks County Opportunity Council will be used, you also have options on what to give and how to give.

General Bequest

Gifts from your will

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Donor Advised Funds

Beneficiary Designation and Grants

Designate BCOC as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Charitable IRA Rollover

Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to BCOC. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Gifts of Life Insurance

Beneficiary Designation and Paid-Up Policies

Name The Bucks County Opportunity Council as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name The Bucks County Opportunity Council as the owner and beneficiary.

Gifts of Property

Real Estate and Other Valuables

Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

Beneficiary Gifts

Retirement Accounts

Naming The Bucks County Opportunity Council as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock

Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Other Options

Other Planned Giving Vehicles

There are many other ways to support The Bucks County Opportunity Council through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit The Bucks County Opportunity Council, while at the same time preserving the benefits of those assets for you and your family.

Let's get in touch

Joe Cuozzo
  • Joe Cuozzo

    Director of Development

    215-345-8175 x204

    100 Doyle Street

    Doylestown, PA 18901

  • For Professional Advisors

    If you are working with a professional advisor, or advising a donor, here's a practical guide for including The Bucks County Opportunity Council in a charitable estate plan.