defenders of futures fund

Including a provision for Big Brothers Big Sisters of the Ozarks in your estate plan is the ultimate way to continue investing in your values 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 the Ozark’s youth. Below are a few easy options to structure a charitable estate gift:

1. Give through your trust

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

2. Give through life insurance

Naming Big Brothers Big Sisters of the Ozarks 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.

3. Give Retirement Assets

Designating Big Brothers Big Sisters of the Ozarks 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 BBBSO 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 BBBSO on your retirement policy, which would be taxable for your children but not for BBBSO.

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 the Ozarks planned giving staff before you start creating your plan. Please contact Brian Way at (417) 889-9136 ext.1009 or bway@bigbro.com 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 the Ozarks 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 BBBSO or planned contribution.