Other Ways to Give

Choose the giving path that’s right for you!

Whatever stage of life you are in, there is a way for you to make a difference in the lives of Girl Scouts and the next generation of leaders. Some gifts make an immediate impact, while others are realized after your lifetime and create a legacy of impact for generations to come. Many offer tax savings, and some provide you with guaranteed income for life. Explore your options below and let’s connect to make a charitable giving plan that works for you!

Gifts That Reduce Your Taxes

Put Stock in Girl Scouts toggle arrow

Donating stocks or mutual funds to Girl Scouts River Valleys is a smart and simple way to support our next generation of leaders. By making a gift of appreciated securities, you may be able to avoid capital gains tax, diversify your portfolio, and/or secure a stream of income.

How it Works toggle arrow

1. You transfer appreciated securities to Girl Scouts River Valleys.

2. Girl Scouts River Valleys sells the securities and uses the proceeds to fund the Girl Scout Movement.

Get Started toggle arrow

To make a gift of appreciated stock, your bank or broker completes an electronic transfer to either of Girl Scouts River Valleys’ brokers listed below. So that we can promptly receive and receipt your gift, alert Girl Scouts River Valleys of your transaction by contacting the Development team at development@girlscoutsrv.org or calling (651) 251-1222.

Morgan Stanley Private Wealth Management
Preferred Vendor of Girl Scouts River Valleys

Deb Kearney
Deb.kearney@msgraystone.com
Phone: 515-224-5518

Tom Pierson
Tom.pierson@msgraystone.com
Phone: 515-224-5564

DTC Eligible Securities
DTC Clearing number: 0015
FBO: Girl Scouts of MN and WI RVR Valley

Account Number: #316-031588-027

RBC Wealth Management

Alec Balzer
alec.balzer@rbc.com
Phone: 651-228-6921
DTC Eligible Securities
RBC DTC #0235

Account Number: #313-60504

Access Donor-Advised Funds toggle arrow

Manage your charitable giving simply and efficiently with a Donor-advised fund. You can give through an existing giving account or create a Donor-advised fund (DAF) with Girl Scouts River Valleys.

Manage Your Girl Scouts River Valleys Donor-Advised Fund

How it Works toggle arrow

Donations: A donor makes an irrevocable tax-deductible donation to Girl Scouts River Valleys Donor-Advised Fund Program.

Investments: The donor works with their trusted financial professional to recommend a strategy to grow their charitable assets.

Grants: The donor recommends grants to their favorite qualified charities, including Girl Scouts River Valleys

Donor-Advised Fund Benefits toggle arrow

The benefits of Girl Scouts River Valleys Donor-Advised Fund Program are:

• Ability to donate complex and privately held assets

• Wide range of investment options

• Convenient online access and service

• Low minimums to open and provide grants

Get Started toggle arrow

The Girl Scouts River Valleys Donor-Advised Fund Program can serve as an effective, flexible, and efficient vehicle to meet your charitable goals. The fund has been designed to simplify your annual giving by allowing you to contribute appreciated assets when you feel the timing is right, and then make grants over time to the charities of your choice with 30 percent being allocated to Girl Scouts River Valleys and up to 70 percent being allocated to additional organizations you are passionate about. Setting up your account is simple and convenient.

Visit Girl Scouts River Valleys Donor-Advised Fund to get started.

Make a Distribution from Your Donor-Advised Fund toggle arrow

You can also visit dafdirect.org to make a distribution from your Donor-Advised Fund.

IRA Charitable Rollover or Qualified Charitable Distribution toggle arrow

If you are 70 ½ or older, you can use your required minimum distribution to make gifts from your IRA to Girl Scouts River Valleys.

How it Works toggle arrow

1. You direct distributions in the amount of your choosing, up to an annual limit set by the IRS from your traditional or Roth IRA to Girl Scouts River Valleys.

2. The distributions go directly to Girl Scouts River Valleys and are not subject to federal income tax.

Get Started toggle arrow

Contact your IRA custodian and ask them to send the check for a "qualified charitable distribution" to Girl Scouts of Minnesota and Wisconsin River Valleys.

Checks may be mailed to our St. Paul Service Center:
Girl Scouts River Valleys
Attention: Development
400 Robert Street South
St. Paul, MN 55107

Gifts That Honor Your Legacy

Remember Us in Your Will toggle arrow

Planned gifts from your estate cost you nothing during your lifetime, leaving your cash flow and current financial plans unchanged.

Many of our supporters leave gifts to Girl Scouts River Valleys in their wills, or estate plans so they can leave a legacy that continue past their lifetime. A potential benefit of a bequest in a will, or living trust, is the ability to transfer assets to the Girl Scouts free of estate tax.

A bequest is easy to arrange, will not alter your current lifestyle in any way, and can be easily modified to address your changing needs.

Tell Us About Your Planned Gift

How it Works toggle arrow

1. Include a bequest to Girl Scouts River Valleys in your will or trust. Use the sample language below.

2. Make an unrestricted bequest or direct it to a specific purpose.

3. Indicate a specific amount or a percentage of the balance remaining in your estate or trust.

Tell us about your Planned Gift.

Once we know about your generous gift, you’ll become a member of the Juliette Gordon Low Society. You’ll be invited to our annual Juliette Gordon Low Luncheon for life!

Infographic showing how to remember us in your will

Sample Language for Your Will or Trust toggle arrow

Sample Gift Language

I give Girl Scouts of Minnesota and Wisconsin River Valleys, #41-0693910, the sum of $_____ to be used for its general support.

Or

I give Girl Scouts of Minnesota and Wisconsin River Valleys, #41-0693910, ____ percentage to be used to support [specific fund or program].

Note: If you have already named a legacy council in your plans, please contact fdgifts@girlscoutsrv.org to update your documentation with Girl Scouts River Valleys.

Make a Gift from Your Retirement Plan toggle arrow

Naming Girl Scouts River Valleys as a beneficiary of your IRA, 401k or other qualified plans may help eliminate your income and estate taxes, reduce your retirement assets, and possibly avoid probate fees. Plus, there is no cost to you to give now!

How it Works toggle arrow

Did you know that the full value of your IRA, 401(k), 403(b) or other qualified plans are subject to taxes at your death. Instead, consider naming Girl Scouts River Valleys as a beneficiary of all or a portion of your plan.

As a nonprofit organization, we are tax exempt and will receive the full amount of what you designate to River Valleys from your plan.

1. Name Girl Scouts River Valleys as a beneficiary of your plan. All this requires is updating your beneficiary designation form through your plan administrator. You can designate Girl Scouts River Valleys as the primary beneficiary for a percentage or specific amount. You can also identify River Valleys as the contingent beneficiary to receive the balance of your plan only if your primary beneficiary does not survive you.

2. After your lifetime, the residue of your plan passes directly to Girl Scouts River Valleys tax-free and to any other named heirs.

Tell Us About Your Planned Gift

Infographic showing how to make a gift from your retirement plan

Make Girl Scouts River Valleys Your Life Insurance Beneficiary toggle arrow

When you name Girl Scouts River Valleys as a beneficiary of your life insurance policy, you may be able to save on estate taxes.

How it Works toggle arrow

You can name Girl Scouts River Valleys as primary beneficiary of your life insurance policy or as contingent beneficiary should your other beneficiaries not survive you.

Here is the process:

1. Provide now for a future gift by naming Girl Scouts River Valleys as beneficiary of a policy insuring your life.

2. At the time of death, the benefits pass to Girl Scouts River Valleys free of federal estate tax and are applied to the program designated by the donor.

Donate Property (Retained Life Estate) toggle arrow

Give Girl Scouts River Valleys your home and continue to live there rent-free!

How it Works toggle arrow

Make a significant gift with the most valuable asset you hold without disturbing your living arrangements or your cash flow.

Here is the process:

1. You irrevocably transfer your residence, farm, or vacation home to Girl Scouts River Valleys

2. You continue to live in the property rent-free for life or a specified number of years and are responsible for all taxes and upkeep.

3. Girl Scouts River Valleys assumes ownership of the property when your life estate ends.

Create a Charitable Lead Trust toggle arrow

Freeze the taxable value of your assets, use them to support Girl Scouts River Valleys today, and pass them on to your loved ones at the end of your lifetime.

A charitable lead trust transfers the income from trust assets to Girl Scouts River Valleys for life or a term of years, after which the assets become available to you or your heirs. This allows you to immediately help Girl Scouts and later leave your heirs assets at greatly reduced tax rates.

How it Works toggle arrow

Trust assets are often distributed at greatly reduced gift and estate tax rates. Depending on rates at the date of funding, you or your heirs can also receive significant appreciation in these assets with no additional tax consequences.

Here is the process:

1. You transfer assets to as trustee of your choice (Girl Scouts River Valleys will not serve as trustee) and create a charitable lead trust.

2. The trustee invests the trust assets. The taxation and benefits vary depending on the specific type of lead trust you establish.

3. The trust makes payments (either a fixed percentage of the principal or a fixed dollar amount, depending on the type of trust) to Girl Scouts River Valleys for life or a term of years.

4. When the trust terminates, the remaining principal is paid to you or your heirs.

Gifts that Pay You Income

Set Up Charitable Gift Annuity toggle arrow

Donate to Girl Scouts and in return, you will receive payments for life. In some cases, you may even be able to save on taxes!

A charitable gift annuity with Girl Scouts River Valleys is a gift that gives back. It can provide you and/or another beneficiary with stable income for life. You may also receive an immediate income tax deduction.

How it Works toggle arrow

1. You transfer cash or securities to Girl Scouts. Our minimum gift requirement is $20,000. Girl Scouts River Valleys pays you, and a spouse, or any two beneficiaries you name, fixed income for life.

2. The remaining balance passes to Girl Scouts River Valleys when the contract ends.

Create a Charitable Remainder Unitrust toggle arrow

A charitable remainder unitrust is like a combination of a gift and an investment plan. You place assets in a trust, and you (and/or another beneficiary) receive lifetime income from them—with Girl Scouts receiving the remainder.

How it Works toggle arrow

1. You transfer cash, securities, or other appreciated property into a trust.

2. The trust makes fixed annual payments to you or beneficiaries you name.

3. When the unitrust terminates, the remainder passes to Girl Scouts River Valleys to be used as you have directed.

Get Started toggle arrow

You may choose any organization to create a Trust. We have a partnership with the Saint Paul & Minnesota Foundation to help set up Charitable Remainder Trusts.

Contact the Girl Scouts River Valleys Development team at development@girlscoutsrv.org or call (651) 251-1222.

Employer Matching

Maximize your impact—check if your employer will match your donation!

LEARN MORE

Complete our General Giving Contact Form

Need Help?

Our team is here to help you find the best way to support Girl Scoutsand meet your philanthropic goals.

Choose the giving path that’s right for you!

Gifts That Reduce Your Taxes

Donating stocks or mutual funds to Girl Scouts River Valleys is a smart and simple way to support our next generation of leaders. By making a gift of appreciated securities, you may be able to avoid capital gains tax, diversify your portfolio, and/or secure a stream of income.

1. You transfer appreciated securities to Girl Scouts River Valleys. 2. Girl Scouts River Valleys sells the securities and uses the proceeds to fund the Girl Scout Movement.

Morgan Stanley Private Wealth Management Preferred Vendor of Girl Scouts River Valleys Deb Kearney Deb.kearney@msgraystone.com Phone: 515-224-5518

Tom Pierson Tom.pierson@msgraystone.com Phone: 515-224-5564

DTC Eligible Securities DTC Clearing number: 0015 FBO: Girl Scouts of MN and WI RVR Valley Account Number: #316-031588-027

RBC Wealth Management Alec Balzer alec.balzer@rbc.com Phone: 651-228-6921 DTC Eligible Securities RBC DTC #0235

Account Number: #313-60504

Manage your charitable giving simply and efficiently with a Donor-advised fund. You can give through an existing giving account or create a Donor-advised fund (DAF) with Girl Scouts River Valleys.

Manage Your Girl Scouts River Valleys Donor-Advised Fund

Donations: A donor makes an irrevocable tax-deductible donation to Girl Scouts River Valleys Donor-Advised Fund Program.

Investments: The donor works with their trusted financial professional to recommend a strategy to grow their charitable assets.

Grants: The donor recommends grants to their favorite qualified charities, including Girl Scouts River Valleys

The benefits of Girl Scouts River Valleys Donor-Advised Fund Program are:

• Ability to donate complex and privately held assets

• Wide range of investment options

• Convenient online access and service

• Low minimums to open and provide grants

Visit Girl Scouts River Valleys Donor-Advised Fund to get started.

You can also visit dafdirect.org to make a distribution from your Donor-Advised Fund.

If you are 70 ½ or older, you can use your required minimum distribution to make gifts from your IRA to Girl Scouts River Valleys.

1. You direct distributions in the amount of your choosing, up to an annual limit set by the IRS from your traditional or Roth IRA to Girl Scouts River Valleys.

2. The distributions go directly to Girl Scouts River Valleys and are not subject to federal income tax.

Contact your IRA custodian and ask them to send the check for a "qualified charitable distribution" to Girl Scouts of Minnesota and Wisconsin River Valleys.

Checks may be mailed to our St. Paul Service Center: Girl Scouts River Valleys Attention: Development 400 Robert Street South St. Paul, MN 55107

Gifts That Honor Your Legacy

Planned gifts from your estate cost you nothing during your lifetime, leaving your cash flow and current financial plans unchanged.

Many of our supporters leave gifts to Girl Scouts River Valleys in their wills, or estate plans so they can leave a legacy that continue past their lifetime. A potential benefit of a bequest in a will, or living trust, is the ability to transfer assets to the Girl Scouts free of estate tax.

A bequest is easy to arrange, will not alter your current lifestyle in any way, and can be easily modified to address your changing needs.

Tell Us About Your Planned Gift

1. Include a bequest to Girl Scouts River Valleys in your will or trust. Use the sample language below.

2. Make an unrestricted bequest or direct it to a specific purpose.

3. Indicate a specific amount or a percentage of the balance remaining in your estate or trust.

Tell us about your Planned Gift.

Once we know about your generous gift, you’ll become a member of the Juliette Gordon Low Society. You’ll be invited to our annual Juliette Gordon Low Luncheon for life!

Sample Gift Language

I give Girl Scouts of Minnesota and Wisconsin River Valleys, #41-0693910, the sum of $_____ to be used for its general support.

Or

I give Girl Scouts of Minnesota and Wisconsin River Valleys, #41-0693910, ____ percentage to be used to support [specific fund or program].

Note: If you have already named a legacy council in your plans, please contact fdgifts@girlscoutsrv.org to update your documentation with Girl Scouts River Valleys.

Naming Girl Scouts River Valleys as a beneficiary of your IRA, 401k or other qualified plans may help eliminate your income and estate taxes, reduce your retirement assets, and possibly avoid probate fees. Plus, there is no cost to you to give now!

Did you know that the full value of your IRA, 401(k), 403(b) or other qualified plans are subject to taxes at your death. Instead, consider naming Girl Scouts River Valleys as a beneficiary of all or a portion of your plan.

As a nonprofit organization, we are tax exempt and will receive the full amount of what you designate to River Valleys from your plan.

2. After your lifetime, the residue of your plan passes directly to Girl Scouts River Valleys tax-free and to any other named heirs.

Tell Us About Your Planned Gift

When you name Girl Scouts River Valleys as a beneficiary of your life insurance policy, you may be able to save on estate taxes.

You can name Girl Scouts River Valleys as primary beneficiary of your life insurance policy or as contingent beneficiary should your other beneficiaries not survive you.

Here is the process:

1. Provide now for a future gift by naming Girl Scouts River Valleys as beneficiary of a policy insuring your life.

2. At the time of death, the benefits pass to Girl Scouts River Valleys free of federal estate tax and are applied to the program designated by the donor.

Give Girl Scouts River Valleys your home and continue to live there rent-free!

Make a significant gift with the most valuable asset you hold without disturbing your living arrangements or your cash flow.

Here is the process:

1. You irrevocably transfer your residence, farm, or vacation home to Girl Scouts River Valleys

2. You continue to live in the property rent-free for life or a specified number of years and are responsible for all taxes and upkeep.

3. Girl Scouts River Valleys assumes ownership of the property when your life estate ends.

Freeze the taxable value of your assets, use them to support Girl Scouts River Valleys today, and pass them on to your loved ones at the end of your lifetime.

A charitable lead trust transfers the income from trust assets to Girl Scouts River Valleys for life or a term of years, after which the assets become available to you or your heirs. This allows you to immediately help Girl Scouts and later leave your heirs assets at greatly reduced tax rates.

Trust assets are often distributed at greatly reduced gift and estate tax rates. Depending on rates at the date of funding, you or your heirs can also receive significant appreciation in these assets with no additional tax consequences.

Here is the process:

1. You transfer assets to as trustee of your choice (Girl Scouts River Valleys will not serve as trustee) and create a charitable lead trust.

2. The trustee invests the trust assets. The taxation and benefits vary depending on the specific type of lead trust you establish.

3. The trust makes payments (either a fixed percentage of the principal or a fixed dollar amount, depending on the type of trust) to Girl Scouts River Valleys for life or a term of years.

4. When the trust terminates, the remaining principal is paid to you or your heirs.

Gifts that Pay You Income

Donate to Girl Scouts and in return, you will receive payments for life. In some cases, you may even be able to save on taxes!

A charitable gift annuity with Girl Scouts River Valleys is a gift that gives back. It can provide you and/or another beneficiary with stable income for life. You may also receive an immediate income tax deduction.

1. You transfer cash or securities to Girl Scouts. Our minimum gift requirement is $20,000. Girl Scouts River Valleys pays you, and a spouse, or any two beneficiaries you name, fixed income for life.

2. The remaining balance passes to Girl Scouts River Valleys when the contract ends.

A charitable remainder unitrust is like a combination of a gift and an investment plan. You place assets in a trust, and you (and/or another beneficiary) receive lifetime income from them—with Girl Scouts receiving the remainder.

1. You transfer cash, securities, or other appreciated property into a trust.

2. The trust makes fixed annual payments to you or beneficiaries you name.

3. When the unitrust terminates, the remainder passes to Girl Scouts River Valleys to be used as you have directed.

You may choose any organization to create a Trust. We have a partnership with the Saint Paul & Minnesota Foundation to help set up Charitable Remainder Trusts. Contact the Girl Scouts River Valleys Development team at development@girlscoutsrv.org or call (651) 251-1222.

We are committed to respecting the privacy of our donors and follow these donor privacy procedures (PDF).

1. You transfer appreciated securities to Girl Scouts River Valleys.

2. Girl Scouts River Valleys sells the securities and uses the proceeds to fund the Girl Scout Movement.

Morgan Stanley Private Wealth Management
Preferred Vendor of Girl Scouts River Valleys

Deb Kearney
Deb.kearney@msgraystone.com
Phone: 515-224-5518

Tom Pierson
Tom.pierson@msgraystone.com
Phone: 515-224-5564

DTC Eligible Securities
DTC Clearing number: 0015
FBO: Girl Scouts of MN and WI RVR Valley

Account Number: #316-031588-027

RBC Wealth Management

Alec Balzer
alec.balzer@rbc.com
Phone: 651-228-6921
DTC Eligible Securities
RBC DTC #0235

Checks may be mailed to our St. Paul Service Center:
Girl Scouts River Valleys
Attention: Development
400 Robert Street South
St. Paul, MN 55107

You may choose any organization to create a Trust. We have a partnership with the Saint Paul & Minnesota Foundation to help set up Charitable Remainder Trusts.

Contact the Girl Scouts River Valleys Development team at development@girlscoutsrv.org or call (651) 251-1222.