Planned Giving

Whether supported through an outright gift or a planned gift, all Marine Corps University Foundation programs are made possible through the generosity and commitment of people like you. A planned gift to the Foundation helps ensure the future of the programs we provide and may further your financial goals.

Now is the time to establish an effective long-range estate and financial plan that will to allow you to leave a lasting legacy at the Marine Corps University Foundation. When you plan ahead, your legacy gift may be much larger than you may have thought possible. At the same time, you will be making plans for your future and for the future of your loved ones.

We currently accept bequests and gifts of retirement plans. However, we would be glad to work with you if you would like to establish another type of planned gift.

Click below for information.

Bequests
Many of our supporters make charitable gifts by naming the Marine Corps University Foundation as a beneficiary in their wills or trusts. You need a will or trust to direct how your property will be used and distributed after your lifetime. These mechanisms do not reduce your current income, yet it does enable you to provide substantial future support for a cause that is important to you. Bequests, both large and small, have been important to the Foundation. Charitable giving through your will or trust can benefit your heirs as well. Bequests that reduce the size of your taxable estate can reduce gift and estate taxes. There are a number of bequest giving methods:

  • A percentage bequest expresses your gift as a percent of estate value.
  • A specific bequest designates what and how much you leave to a particular cause.
  • A residual bequest gives to charity all that remains after debts, taxes, expenses and designations to individuals are taken care of out of the estate.
  • A contingent bequest passes specific property to charity only if certain events occur, such as a beneficiary relinquishing the rights to an inheritance, or a beneficiary predeceasing you.

What are the benefits to you?

  • Charitable gifts made through your will or trust are deductible for estate tax purposes.
  • A charitable bequest may place your estate in a lower tax bracket .
You may direct your bequest to our annual fund or to a specific program. If you wish to direct you gift to further fund a specific program, simply identify your gift accordingly and we will adhere to your wish. If you would like to establish an endowment fund through your Last Will and Testament, contact us and we can begin discussing and finalizing your wishes.

When you advise us of the designation of the Foundation as a beneficiary in your will or trust, you will be invited to join our Eagle, Globe and Anchor Society. Your own attorney should draft your will or trust. We will be pleased to consult in confidence with you and your legal advisor about the phrasing of any specific bequest you may have in mind.

Gifts of Retirement Plans
You can make a deferred gift by naming the Marine Corps University Foundation as the beneficiary of a qualified savings plan. A qualified savings plan may include an IRA, 401(k), 403(b) or retirement account.

What are the benefits to you?

  • By designating your retirement assets, you can avoid passing on a significant income tax burden to your heirs, which often is associated with the inheritance of qualified savings plan assets.
  • You may reduce your estate tax and have the satisfaction of supporting our mission.
  • When you advise us of the designation of the Foundation as beneficiary of your qualified savings plan, you will be invited to join our Eagle, Globe and Anchor Society.

How do you designate your retirement assets?

To designate the Marine Corps University Foundation as the beneficiary of your qualified savings plan contact your plan administrator to provide the appropriate forms.

For more information, please contact:

Mana Zarinejad