Estate & Legacy Gifts

Overview

When you believe deeply in the importance of an organization like Scouting America, you hope your generosity will have a powerful and lasting impact. Whether your gifts are small, loyal contributions to the annual Friends of Scouting campaign or you have made an endowment donation to become a James E. West fellow, we thank you. Your support helps to ensure that Scouting programs in Nassau County remain as vibrant today as they were a century ago.

There are many ways to extend your support of Scouting far into the future through charitable gift planning, including some that make it feasible for you to realize significant tax savings today or to reduce the cost of passing property to your heirs. It doesn’t have to be complicated or reserved for only those of great wealth. There are several options to consider:

Outright Gifts

  • Cash Gifts
  • Publicly Traded Stock
  • Closely Held Stock
  • Stock Options
  • Tangible Property Gifts (Gifts In-Kind)
  • Gifts of Real Estate
  • IRA Charitable Rollover Gifts

Income Producing Gifts

  • Charitable Gift Annuities (CGA)
  • Deferred Gift Annuities (DGA)
  • Charitable Remainder Trusts (CRT)
  • Charitable Lead Trusts (CLT)

Wills, Bequests, and Living Trusts

  • Bequests
  • IRAs or other Retirement Account Funds
  • Life Insurance
  • Bank or Brokerage Accounts
  • Gifts of Personal Items (Art and other Collectibles)

Securing the Future Booklet

For a comprehensive overview of estate and legacy gifts view our Securing the Future of Scouting in Nassau County Booklet.

Recognition

The Council’s Heritage Society honors generous donors who have included the Council in their wills, trusts or another designation as part of their estate plan. All planned giving donors receive membership once they have completed a signed letter of intent, which is confidential and can be revoked at any time.

Members will be recognized by name (with consent) as members of the Heritage Society in select Council publications, including the website, Good Turns newsletter, annual reports, and more.

Professional Guidance

Financial and tax matters are highly complex. The most current information about gift valuation and documentation will come from the IRS. Visit their website (www.irs.gov) and review Publication 561, as well as Form 8283 and its instructions. In all transactions, you will need to use our legal name Theodore Roosevelt Council, Inc. Scouting America and our Federal Tax ID # 11-1631798.

To learn more about the many giving opportunities available through Scouting and for resources for qualified professionals who can assist you during the giving process, please contact:

Jennifer Grignoli
Theodore Roosevelt Council, Director of Development
Jennifer.Grignoli@Scouting.org
(516) 797-7600, Ext. 110