Foundation

Foundation and Planned Giving

Boys and Girls Clubs of Carlsbad's Foundation is an independent entity managed by an independent board.

Photo Courtesy Steven Wade Adams.

About the Boys & Girls Clubs of Carlsbad Foundation

The Foundation is a tax-deductible receptacle for donations aimed at long-range facilities planning, as well as being a backup for existing operations. It also acts as a custodian for major grand and bequests in support of specific programs and activities, and will administer them at its own cost. Contributions arrive through direct gifts (cash, land, stocks, insurance and mortgages) and through delayed gifting via bequests and charitable trusts.

The Foundation supports the operating Club by:

  • Providing non-interest bearing loans to assist the operating Club's cash flow
  • Undertaking studies and demographic surveys to project future needs
  • Making grants for off-budget items such as capital grant and special projects
  • Providing scholarships to needy and deserving youth



The Heritage Club is composed of donors who have given gifts to the Foundation using any of the following methods:

  • An outright gift to the Boys & Girls Clubs of Carlsbad Foundation of money, securities, property or other marketable assets
  • Creation of a unitrust, annuity trust, pooled income fund, short-term trust or life estate program
  • Naming the Foundation as the eventual recipient of life insurance
  • Naming the Foundation to receive a bequest in one's will

Planned Giving

Every day, Boys & Girls Clubs of Carlsbad and its supporters are expanding the boundaries of what's possible for youth in our area. One major driving force behind these advances are donors who make more possible through planned giving. With many different planned giving options, you can give back in a way that works best for you - and help create great futures for the children we serve.


Benefits:

  • Establish a legacy for yourself and your loved ones.
  • Give back for all you received in a smart and structed way.
  • Provide income for you and your loved ones for life.
  • Deepen your connection to the Boys & Girls Clubs of Carlsbad
  • Become involved in the Club's vision for the future

Foundation Board of Trustees:

Chairman - Greg Nelson

Treasurer - Luke Matteson

Secretary - Scott Chelberg




Foundation Members:

Mike Maher

Jim Morrison

George Young

Meryl Young

Interested in learning more?

Contact Us!

2730 Bressi Ranch Way

Carlsbad, CA 92009

760.683.5106

foundation@bgccarlsbad.org

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