Planned Giving
One charitable gift, a lifetime of benefits. With planned giving, you can provide long-lasting support for the Coast Guard Foundation while enjoying financial benefits for yourself.
A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Coast Guard Foundation that will make a lasting impact. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Coast Guard Foundation as part of your estate plan, or you can make a bequest using a beneficiary designation form. Benefits of a bequest include:
A bequest may be made in several ways:
You can leave a bequest to the Coast Guard Foundation by:
If you have been so generous as to include a bequest to Coast Guard Foundation as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year. Benefits of an IRA Charitable Rollover Include:
A beneficiary designation gift is a simple and affordable way to make a gift to support Coast Guard Foundation. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy. Benefits of a beneficiary designation gift include:
If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.
If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift.