The Family Plan

BFS Dual Legacy Charities, Inc.

For the charity: Individuals donate to you without taking a dime away from their beneficiaries!
We're a pass-through charity. We don't keep any money. We don't collect any fees!
As a donor:
- You can have some of your money invested/transferred into a product that gives multiple investment choices, or guaranteed options.
- Then, you can withdraw 4% to 6% annually for the rest of your life.
- And: You can give some, or all of that annual withdrawal to your favorite charity.
- And… after giving all that money (year after year), when you die, your original investment is entirely restored as a death benefit to your beneficiaries!
The Family Plan - Example:
Person A invests/transfers $100,000
Person A withdraws $5,000 (5%)
Person A donates $2,000 to [Your Favorite Charity] and keeps $3,000 as income
Person A repeats step 3 annually for the next 15 years (withdraws $75,000)
Person A then dies...
Person A’s death benefit is then restored to the greater of the account value, or the total investment ($100,000).
Person A’s beneficiaries receive the death benefit.
Ways to Learn More
Learn More (PDF) Learn More (Brief Video) [Contact Us]