BECOME A MEMBER
Joining the Legacy Society is easy - once you have included BCE as part of your estate plan, fill out the enrollment form here or at the bottom of this page. You do not need to disclose the size of your gift.
BENEFITS OF PLANNED GIVING
Tax Advantages: Likely reduce estate and capital gains taxes as well as provide income tax deductions
Support our Community’s Youngest Members: Your gift goes directly to the BCE Endowment Fund to enhance the quality of education provided by the Burlingame School District.
Builds Your Personal Legacy: Your philanthropic gift reflects your commitment to public education and our Burlingame community.
Community Building: You will be recognized annually as a Legacy Society member and will be invited to BCE Endowment events.
WAYS TO GIVE
Bequest: Specify in your will or living trust a dollar amount, percentage, asset, or share of the residual amount.
Life Income Gifts: Create a Charitable Gift Annuity or Charitable Remainder Trust to receive an immediate income tax deduction on a portion of the gift as well as income for life or a term of years.
Retirement Plans: Name BCE as whole or partial beneficiary of your plan or make a current gift of up to $100,000 annually from an IRA rollover transfer.
Life Insurance: Name BCE as whole or partial beneficiary of your policy. Name BCE as owner of the policy for a current income tax deduction.
Charitable Lead Trust: Create a trust that makes payments to BCE for a term of years. The remainder goes to your designated beneficiaries.
Real Estate: Donate your home, vacation home, undeveloped property or commercial building.
The information provided above is not intended as legal, financial, or tax advice.
Please consult your own advisor for individual estate planning.