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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Director of Development
100 Doyle Street
Doylestown, PA 18901
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.