Occoneechee Council Planned Giving Resources

Giving Questions? Scouting Answers…

A great resource to share with your donors.  The booklets cover many different types of planned gifts and giving opportunities for gifts large and small.  Have questions about how to give? Pick the gift type below for answers.

Bequests/Revocable Outright Gifts Charitable Gift Stock Transfer Form


Planned Giving Resources

Check out these one-page briefs on specific planned giving topics. They can be helpful when introducing planned giving to your donors. If you are a BSAF Partner council, you can have two of these customized for your council.

Sample Gift Acceptance Policy Donor Advised Funds Sample Bequests
Understand Planned Giving Deferred Gift Annuity Lower Your Taxes
Rollover Your IRA for Good Charitable Gift Annuity


Donor Recognition

Second Century Society Application|25K-$99,999 James E. West Fellowship Application
Second Century Society Lifetime Investor Application

Legacy Articles

Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a personal emergency or for education…

Family Business Bailouts

Joe and June started Children’s Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the vice president of marketing.

Savvy Living

Palliative Care Services Can Help Relieve Pain

What can you tell me about palliative care? My husband suffers from lung disease and is receiving radiation for prostate cancer but is not terminally ill. I have heard that palliative care can help him with his pain and discomfort. What can you tell me?

Finding Health Insurance Before Medicare Kicks In

I will be retiring in a few months and my wife and I will need health insurance until we can enroll in Medicare. What are my options?

Donor Story

Part Gift and Part Sale

Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake…

A Bequest to Further Good Work

Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.

Washington News

Taxpayer Advocate Service Scam

The IRS operates the Taxpayer Advocate Service (TAS) to assist taxpayers. As an independent organization within the IRS, the TAS exists to protect your rights as a taxpayer, and help you with tax problems you cannot resolve on your own.

IRS Website Visits Increase

On April 2, the Treasury Inspector General for Tax Administration (TIGTA) reported interim results for the 2019 filing season. As the April 15 filing deadline (April 17 in Massachusetts and Maine) approaches, taxpayers are calling the IRS in record numbers…



General Mills (GIS) announced quarterly earnings on Wednesday, March 20. The company reported increased net sales and an updated outlook, causing shares to jump more than 3% on Wednesday. 


Walgreens Boots Alliance (WBA) released its latest earnings report on Tuesday, April 2. The drug store chain’s stock prices fell 12% after the company reported revenue and earnings that missed analysts’ expectations.


The yield curve between the three-year Treasury note and the 10-year note inverted this week for the first time since 2007. The inversion followed the Federal Reserve’s decision to hold off on any further rate hikes in 2019. 


Yields on U.S. Treasury’s fell on Friday following the release of the latest jobs report. The number of jobs added returned to a normal range while wage growth was modest.

CDs and Mortgages

Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, April 4. The report showed little movement for mortgage rates during the week.


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