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Planned Giving/Estate Giving
Join the Moreell Society
Donors who make a planned or estate gift to the Navy Seabee Foundation become members of the Moreell Society, named after the father of the Seabees, Admiral Ben Moreell. Donors are listed on the foundation website and in our annual report. Donors can designate planned gifts to scholarships, Seabee Museum support or area of greatest need. To learn more about the Moreell Society, click here. To discuss adding the Navy Seabee Foundation to you estate plans, fill out the contact form below or contact Dan Miller at danmiller@seabee.org.
Most Common Planned Gifts
These are the most common types of planned gifts.
Bequests
Donors can leave a gift to the Navy Seabee Foundation in their will. It can be a specific gift, a residual gift or a contingent gift. Consult your attorney and tax advisor about what is best for you. If you would like sample language for each type of bequest, fill out the form below and we will be in touch.
Beneficiary of an IRA or Bank Account
Donors can designate the Navy Seabee Foundation as a beneficiary of an IRA, retirement account or bank account. You will have to add the Foundation as a beneficiary of a fixed amount or a percentage. You may be able to complete the form online or by calling your retirement or financial institution. Be sure to speak with your financial advisor or tax advisor about the tax implications and before making any changes to you will or estate plans. Fill out the form below if you have questions.
Gifts of Stock
Donors can donate appreciated stock to the Navy Seabee Foundation. There may be significant tax benefits to a donor or to the donors estate. Transferring the stock is straight forward and can be handled by your broker. NOTE: Do not sell the stock before donating it!
Be sure to speak with your financial advisor or tax advisor about the tax implications and before making any changes to you will or estate plans.
Fill out the form below if you would like information on transferring appreciated stock to the Foundation.
OTHER WAYS TO GIVE
Trusts, Charitable Lead Trusts, Charitable Remainder Trusts
Donors can name the Navy Seabee Foundation as a beneficiary of a trust. Be sure to speak with your financial advisor or tax advisor about the tax implications and before making any changes to your trust. Contact us using the form below if you have added or are considering adding the Foundation to a trust.
Life Insurance
Individuals can name the Navy Seabee Foundation as a full or partial beneficiary of a whole or term life insurance policy. Contact us using the form below if you have added or are considering adding the Foundation to a life insurance policy.
Gifts of Real Property
Gifts of real estate or other real property can provide great tax advantage to an individual or an estate. Contact us using the form below if you are considering making a gift of real estate or other real property.
United States Savings Bonds
Individuals may give savings bonds to the Navy Seabee Foundation through their estate and may save taxes on their estate.
Simply designate the Foundation as a beneficiary of the bond in your will and the Foundation becomes the owner after your passing. Your estate saves on taxes and supports our mission.
Be sure to speak with your financial advisor before making any changes to you will or estate plans.
Make a Difference
To begin planning a legacy gift to the Navy Seabee Foundation or to let us know you have already made arrangements to make a planned gift, please fill out the form below and we will be in touch.*
*The Navy Seabee Foundation cannot give legal or tax advice. Please consult a lawyer or tax advisor before making any decisions.
Contact us to get more information or to tell us about your existing plans.
Information form for donors seeking information about planned giving.