SHAC

    Introduction to Planned Giving


    As a donor to the Sam Houston Area 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 a number of ways for you to include charitable giving in your total financial plan. Our government encourages philanthropy by providing advantageous tax treatment of gifts under both state and federal law. Planned giving can help you maximize these tax benefits. Overview of a few planned giving options.

    Many times, these tax advantages will make it possible for you to make a greater gift than you thought possible, while also benefiting your family and heirs. Many donors and supporters of Scouting have chosen planned giving as a way to show their interest in supporting Scouting beyond their lifetimes, while realizing benefits for themselves today.

    The type of asset and the way it is given to Scouting determines the actual tax and financial benefits resulting from a gift. Certain planned gift arrangements provide you with an opportunity to diversify your holdings, turn highly appreciated assets into a gift that provides you income, and enjoy significant tax savings. With careful planning today, you may reduce or eliminate estate, inheritance, or gift taxes, allowing your family and the charities you support to receive the full benefits of your life's work. Certain gift plans actually result in a greater amount of wealth passed on to your family.

    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.  Begin to explore the many ways to give with the Guide to Planned Giving.  Or plan or research your own gift with our Gift Planning Website.

    Here are just a few options for planned giving:
    • Wills and Bequests
    • Living Trusts
    • Charitable Remainder and Charitable Lead Trusts
    • Life Insurance
    • Retirement Plan Beneficiaries
    • National Gift Annuity Program

    Read the Giving Questions and Scouting Answers for detailed examples to find what is right for you or learn more with our Gift Planning WebsiteShare your intent of leaving Scouting in your Will/Trust.  Prepare an Estate Inventory.

    Are you looking for an Estate Planning Professional?  The Sam Houston Area Council does not endorse or recommend any estate planning professionals or companies. We have compiled a Professional Directory of those who have attended one of our Professional Seminars.  Do your research and find one that you like. 
     
    For more information about Planned Giving, attend one of the Complimentary Seminars, sign up for our monthly newsletter or contact Devin D. Koehler CFRE, Senior Development Director of Endowment at (713) 756-3321 or Devin.Koehler@shac.org.
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