GIFTS OF SECURITIES
Stocks and bonds that have increased in value may be given as a charitable gift to Calumet Council. If these securities are considered long term it is more advantageous to the donor to give these securities directly rather than sell them and give the proceeds from the sale. By directly gifting the appreciated securities donors completely avoid the capital gains tax and receive a charitable deduction for the full market value of the securities.
GIFTS OF INDIVIDUAL RETIREMENT PLAN ASSETS
Retirement plan assets are a great source of wealth for many of our supporters. Any distributions from these plans are subject to both federal and state taxes and possibly another 10% tax on premature distributions. If distributions are made after death federal and state death taxes are another factor. As much as 70% of a retirement accumulation can be lost to combined federal and state income and estate taxes at the participant’s death. The value of any interest passing to Calumet Council is fully deductible for estate tax purposes plus because Calumet Council is a tax-exempt entity it pays no current income taxes on any amounts received.
GIFTS THAT PAY YOU BACK
Charitable gift annuities are excellent choices for those who wish to support Calumet Council while securing a future stream of income. You can transfer cash or appreciated securities to fund this charitable gift annuity. You’ll receive fixed payments for life plus an immediate income tax deduction and a part of each payment received is tax-free for a number of years.
For more information contact Jim Lakeman, Scout Executive
(800) 513-2343 or (219) 836-1720

Celebrating 100 Years of Scouting