The Personal Management merit badge doesn't teach about wills. That's OK; a Scout doesn't need a will. Scouters do though, and just as Scouting helps boys prepare themselves for the future, we can help you prepare by answering questions and providing solutions for your particular estate-planning needs. For additional information, please contact Chuck Lang at the Detroit Area Council Development Office via e-mail or by phone at (313) 361-1250 or (313) 897-1965 ext 250 or by fax at (313) 897-9880. Be Prepared.

Estate Planning

These pages are intended to provide information to assist you in learning more about financing Scouting. All documents and information contained here are provided for educational purposes only. The information is NOT intended to serve as tax or legal advice, and the sample documents may not comply with the relevant laws and statutes currently in effect. Professional advice and review should be sought before relying on this information or using these documents.

• Introduction to Planned Giving
  • The Planned Giving Alternative - How as a donor to Scouting , you can use your giving to achieve personal goals, enhance your financial security and help shape the future of your local council. 
  • Designing Your Gift - How you can choose the gift that is right for you, your family, and for Scouting. 
• Planned Gift Opportunities
  • Bequests - Benefit Your Family and Scouting With a Will
  • Pledges  - Guarantee your pledge through your estate
  • Living Trust - A satisfying commitment today, preserving control and security for tomorrow
  • Retirement Plan - A simple and sound gift option
  • Charitable Lead - Maintain wealth while giving income
  • Endow Now Program - A substantial gift for a modest investment
  • Life Insurance - Convenience and flexibility in giving
• Creating Endowments
  • Income Producing Gift Plans 
    • Unitrust - When you want the flexibility of a variable annual income
    • Annuity Trust  - When you want a predictable amount of income every year
    • Charitable Remainder Trusts 
    • Pooled Income Fund - Pool your gift with others for maximum effect
    • BSA Gift Annuity - Simple to create, and income payments begin either now or in the future
• Endowment Recognition
• BSA Foundation

Download the Intro to Planned Giving pamphlet

To assist in your Estate Planning, the Detroit Area Council Development Team has provided am Estate Planning Portfolio for you to use. This document is a tool to assist you and your heirs in organizing, planning, and carrying out your ultimate wishes. This Portfolio takes your survivor(s) step by step through the estate settlement process. By using this Portfolio, you can save your heirs the task of assembling your estate after your death. This Portfolio offers a peace of mind to you and a great deal of relief to your survivors. It is a gift to you from the Boy Scouts of America Heritage Society and the Detroit Area Council.

A self extracting executable file contains this Portfolio in Adobe .pdf format or Microsoft Word .doc format.

Download the Estate Planning Portfolio (pdf format)

Download the Estate Planning Portfolio (.doc format)

View/Download the Estate Planning Portfolio (pdf format)

Last Edited March 05, 2007