Planned Giving

Do You Believe in the mission of Big Brothers Big Sisters of the Sun Coast?

You already know that to believe in the BBBS is to believe that a mentor can and does make a difference in the life of a child.  To believe in Big Brothers Big Sisters is also to believe in giving new generations a chance to benefit and thrive ... to confront the challenges of the future.

But Can I Really Make a Difference?

You really can…for your family and the communities on the Sun Coast of Florida.  Planned giving offers a unique and exciting way to fulfill your philanthropic goals, while providing for your financial future, your family and your legacy. Each year it is the generous spirit of our friends that makes our work possible.  This generosity is evident in financial gifts given in support of our ‘matches’.  And while giving may seem a straight forward discussion, there are many ways that you can choose to make a gift.  Some careful planning will ensure that your objectives are met.

Planning For Your Future, Your Family, and Your Legacy!

While a planned gift ultimately provides support to the Big Brothers Big Sisters of the Sun Coast, as a donor, you can generate generous tax savings and even provide increased income through life income gift plans.  In addition, a donor who makes a provision for the Big Brothers, Big Sisters of the Sun Coast through financial or estate planning automatically becomes a member of the Legacy Society.

The Legacy Society recognizes donors who have included a charitable gift to Big Brothers Big Sisters of the Sun Coast, in their estate plans.  These deferred gifts, also known as planned gifts or estate gifts, assist us in meeting our missions goals while providing financial and tax advantages to the donor – often right away.

This is a simple way to give essential support to BBBS while managing your estate and planning for your financial future. Deferred gifts include bequests in wills, annuities, charitable trust instruments, insurance policies, gifts of stock, gifts of property and appreciated assets. 

 Depending upon which option you choose, the financial benefits to you as a  donor may include:

• Current and future savings on income taxes
• Reduction or elimination of capital gains tax
• Reduction or elimination of estate tax
• Fixed income for life, often at higher rates of return than from current assets.

In addition, planned giving offers the satisfaction of knowing you have made a difference in the lives of others, not just for today, but also for years to come.

As you consider giving options, keep in mind the right type of planned gift depends greatly on a donor’s personal situation, needs and objectives.  Our hope is to serve you and your family with information and ideas to help you live a better life.  Thank you for taking the time to explore the benefits of gift planning.

To discuss the advantages of making a deferred gift to Big Brothers Big Sisters of the Sun Coast, contact Doris Berkey, Philanthropic Giving, at 941-488-4009 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .