
YOUR IMPACT CAN LAST BEYOND YOUR LIFETIME.
- Your belief in young people does not have to end with your lifetime. By including Big Brothers Big Sisters of Puget Sound (BBBSPS) in your estate plan, you help make sure Bigs and Littles keep finding each other for generations to come. To ensure your continued impact long into the future, you can:
- Include a bequest to Big Brothers Big Sisters of Puget Sound in your Will or Revocable Trust
- Designate Big Brothers Big Sisters of Puget Sound as a beneficiary of your Retirement Assets – IRA, 401(k), 403(b) or pension
Name Big Brothers Big Sisters as a beneficiary of your Life Insurance policy
Already included us in your plans, or thinking about it? Let us know. Complete our Planned Gift Letter of Intent online using the button below or download the Planned Gift Letter of Intent (PDF) and return it to James Modie, our Chief Development Officer, at james.modie@bbbsps.org. Questions? Call 206.249.4300. It is a statement of your intentions, not a legal commitment, and you can update your plans at any time. We would love to thank you and honor your wishes with care.
BBBSPS cannot provide legal or tax advice. Please consult your attorney or financial advisor.*
Other Important Info
Our Legal Name: Big Brothers Big Sisters of Puget Sound
Our Tax I.D. Number: #91-0673185
Big Brothers Big Sisters of Puget Sound is available to work with you and your attorney to assure that your gift is properly structured to make an impact that is meaningful to you.
Some Additional Benefits
A planned gift is simple, flexible, and always in your hands. Here is what it can mean for the people in your life and for future generations of young people in our community.
Stay in Control
- Your gift is a statement of intent, and you can update it anytime.
- It costs nothing today. Your assets stay yours for as long as you need them.
- Give a set amount, a percentage, or whatever remains after providing for your loved ones.
- Adding us can be as easy as a simple update to your will or trust.
Give Through Retirement Assets
- Naming us takes one short beneficiary form from your plan provider.
- Individual heirs may owe income tax on inherited retirement accounts. A charity generally does not, so more of your gift can go to work for kids.
- You keep full use of your funds throughout your lifetime.
Life Insurance, Big Impact
- A modest policy can become a meaningful gift.
- Name us as a beneficiary, or talk with us about gifting a policy you no longer need.
- Update your beneficiaries as your needs change.
Be Thanked and Honored
- Tell us about your plans, and we will thank you in your lifetime.
- We will work with you or your appointed representative to ensure your gift is executed as you intend.
