Planned Giving

As a donor to the James E. West Foundation, a supporting organization of the Mid-America Council, you can use your giving to achieve personal goals, enhance your financial security, and to help shape the future of Scouting. Planned giving includes several ways for you to include charitable giving in your total financial plan. There are advantageous tax treatments of gifts under both state and federal law. Planned giving can help you maximize these tax benefits.

Tax advantages can often make it possible for you to provide a greater gift than you thought possible, while also benefiting your family and heirs. Many donors and supporters of Scouting have chosen planned giving to show their interest in supporting Scouting beyond their lifetime, while realizing some tax benefits today.

The Boy Scouts of America can work with you to personalize a plan most beneficial to you and your family.

Popular Gifts That Cost Nothing Now

  • Wills and Living Trusts
  • Beneficiary Designations

Income Gifts That Pay an Income and Provide a Tax Deduction

  • Charitable Gift Annuity
  • Charitable Remainder Trust

Smart Ways to Give -Other Advantageous Gift Plans

  • Create a Fund That Will Make a Gift Forever
  • Memorial and Tribute Gifts
  • Donor Advised Fund

If you or your financial advisor would like more information, please contact the Development Department at 402.431.9272

As with all financial decisions, a planned gift should be designed with care. A planned giving professional should work closely and confidentially with you to ensure that your gift achieves your individual goals and expresses your personal vision.

Explore the many ways to give by visiting the BSA’s National Foundation website.

EXAMPLE BEQUEST
Please feel free to change the numbers or percentages as you desire.

  1. Bequest of cash:  “I bequeath the sum of $10,000 to the James E. West Foundation….”
  2. Bequest of a percent of the estate:  “I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the James E. West Foundation.”
  3. Contingent Bequest:  “If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to the James E. West Foundation.”