BSA FOUNDATION PARTNERSHIPS:

YOUR RETURN ON INVESTMENT

Since January 2011, the BSA Foundation has been directly involved in facilitating more than $117,000,000 in major gifts to support a broad variety of local and national initiatives. These investments in Scouting illustrate the power of our partnerships using the principles of donor centered fundraising!

 $5,000,000 Support of BSA National High Adventure  $5,000,000 Support toward the endowment of a council in South Carolina  $3,000,000 Bequest to equally support Philmont & a council in Alaska  $3,000,000 Support camp projects of a council in Utah  $2,750,000 Support of STEM facilities and program creation in Texas The of America Foundation partners with local councils to bring the best major  $2,500,000 Bequest to build two astronomy buildings for a council in North Carolina gift ideas and incentives to Scouting's most generous and visionary donors. Through our  $2,500,000 Proceeds from sale of property to local council disciplined and single-focused approach we develop high-impact and long-term relationships  $2,300,000 Multiple gifts to support capital and endowment priorities of a council in Texas with Scouting’s major donors. We aim to improve the fiscal health and sustainability of our  $2,250,000 Two lead trusts and two gift annuities for a donor's family to support High Adventure bases partner councils by raising transformational gifts, improving donor and customer experiences,  $2,100,000 Property gift to benefit the endowment of the a council in Colorado  $2,000,000 Support to endow a district and a camp at a council in Michigan and helping grow Scouting in their communities.  $2,000,000 Multiple gifts to support three councils in Indiana  $1,541,000 Multiple gifts for support of Leadership Center of council in Illinois The ’s major donors have responded to our partnership efforts by  $1,500,000 Support of scholarships for a council in California making transformational leadership gifts which are changing the fiscal realities of local  $1,000,000 Bequest of ownership in gas wells to benefit five councils in South Texas councils and supporting operational areas of the national organization! More than 80  $1,000,000 Bequest to support a council in Washington  $1,000,000 Bequest to support the councils have partnered with the Foundation in the last four years.  $1,000,000 Life insurance policy to benefit the BSA Foundation  $1,000,000 Life insurance policy to support council in Idaho To meet growing demands from local councils, a menu of the Foundation’s service offerings  $1,000,000 Support of multiple Philmont projects for councils wishing to partner with the Foundation has been created. This flexible model  $1,000,000 To support sustainability and STEM allows individual or multiple councils to engage the Foundation at levels which meet their  $1,000,000 Life Insurance gift to support a council in Illinois  $750,000 Multiple gifts for support of STEM in Skilled Trades Program at a council in Illinois situation. If your Council is looking to improve performance in the area of major gifts,  $700,000 Gift of an office building to be used for a Leadership Center for a council in Illinois consider the BSA Foundation. We may have a package of services that fits your needs.  $500,000 Bequest to support a council in Wisconsin  $500,000 Life Insurance policy to support a council New York, OA and the BSA Foundation We invite the opportunity to customize a partnership that best serves your council. Consider  $500,000 Support of at a council in Illinois it an investment in your major donors.  $500,000 Support of the Philmont Scout Ranch Shooting Sports and Museum  $500,000 Charitable Gift Annuity to support a council in Florida  $350,000 Support of a council in Wisconsin For more information, please  $300,000 Support for Capital & Endowment fund of a council in Ohio  $300,000 Support of the BSA Foundation contact us at:  $300,000 Support of the operating fund of a council in Virginia BOY SCOUTS OF AMERICA  $255,255 Charitable Gift Annuity to support council in Ohio NATIONAL FOUNDATION  $250,000 Support of endowment of a council in Connecticut  $250,000 Charitable Remainder Trust to benefit a council in Wisconsin 1325 WEST WALNUT HILL LANE  $250,000 Support of a capital camp project for a council in Wisconsin IRVING, TEXAS 75038  $250,000 Support of capital projects at the Philmont Scout Ranch 972-580-2219  $250,000 To support Irvine Ranch Center www.bsafoundation.org

BSA FOUNDATION MAJOR GIFT & FUNDRAISING SERVICES “Partnering with the BSA “For the past several years I have worked with the BSA Foundation in a Foundation has given councils a stronger, more shared services agreement. It was the Choose from one of our menu offerings: comprehensive vision for best decision we made. We are finally developing major gifts, and I’ve raising major gifts for operating, Premium Services: These allow individual councils to contract for priority, exclusive, on-site gift-consulting personally increased my capital and endowment. Our board and staff see the value of dedicated services for a set number of days or weeks. support as a result! Working with councils in the Chicago professional staff to assist the council market has been a unifying on a part time basis with the technical Shared Services: Two or more local councils contract for these priority gift-consulting services and split and exciting experience.” support of the national council.” among them the cost for the services. Michael LoPresti Dennis Kohl Market-Based Services: A dedicated major gift officer who lives and works in a major market and provides Member, BSA Second Century Society Scout Executive, Patriots' Path Council priority gift-planning services to councils in that market. The Foundation splits the cost of this dedicated major gift officer with the councils who agree to be part of the market-based partnerships.

Councils participating in our enhanced service models also receive priority invitations to BSA Foundation VIP Donor Events, free or reduced registration costs for our Major Gift Seminars and inclusion in the GiftLegacy Program. MARKET-BASED SERVICES Annual Cost

SHARED AND PREMIUM SERVICES * Annual Cost (Visiting BSA Foundation Major Gifts Director) FULL-TIME SERVICE Varies by Market 120 - 150 QUALIFIED PROSPECT PORTFOLIO

6 WEEKS ANNUALLY / 30 DAYS OF SERVICE $20,000 Market-based services usually include 2 to 5 councils. Portfolios and days of service are divided in accordance with each council’s share of the total cost. The BSA Foundation hires and manages the

employee and incurs all direct and indirect expenses related to his/her service. 12 WEEKS ANNUALLY / 60 DAYS OF SERVICE $40,000 DEVELOPMENT SERVICES Qualified Prospect Portfolios in the Shared and Premium Service Program will be based on an agreed number of prospects by the local council and the Foundation. For councils desiring a more nominal quantity or frequency of service, the Foundation offers fundraising *Service agreements can be shared by multiple councils in close geographic proximity. councils in close services up to 5 days per year on a development agreement basis (lesser of 5% or $25,000 on closed gifts geographic proximity. excluding Charitable Gift Annuity disclaimer statement) related to qualified major gift prospects.

“I highly recommend working “Our partnership with the BSA with the BSA Foundation. Foundation has provided resources and “We’ve enjoyed supporting our council through They add a dimension of experience to a smaller council, where the flexibility of establishing a donor advised fund expertise and coordination we would not otherwise be able to with the BSA Foundation. Our relationship with afford a full-time person to focus on that helps engage major the Foundation is opening new horizons on how donors and close gifts.” major gifts. As a result of this partnership, we are focused on building we approach major giving and the Boy Scouts of relationships and financial security for America.” the future of the Sagamore Council and

the youth we serve.“ Tom & Libby Edwards Mike Butler Members, BSA Second Century Society Scout Executive, Blue Ridge Council Chris Mehaffey Scout Executive, Sagamore Council