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Planned Giving

Making a planned gift is a wonderful way to show your deep regard for the Navy League of the United States and its mission while achieving your own personal, financial, estate-planning and philanthropic goals.

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  Home > Planned Giving > eBrochures

eBrochures


1. Select the title(s) in which you are interested

Where to Start

—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.
—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.
—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income.

Gifts That Cost Nothing During Your Lifetime

—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.

Gifts That Provide Payments to You for Life

—Explains how a gift annuity can benefit the Navy League and pay you partially tax-free income for life.
—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
—Explores how a deferred-payment gift annuity can provide reliable future income while fulfilling philanthropic goals.
—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.

Specific Giving Plans to Meet Your Unique Goals

—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.
—Discusses the many ways life insurance can be used to provide for loved ones and the Navy League, as well as how to avoid taxation on the proceeds.
—Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don't come with giving cash.
—Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.

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Legal Disclaimer
The Navy League is an exempt organization, duly qualified under Section 501(c)(3) of the Internal Revenue Code, contributions to which are tax deductible in accordance with federal law.

If your donation is for a scholarship, the Navy League Foundation is a 501(c)(3) organization: Federal Tax ID 31-1677884.

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Arlington, VA 22201-5424

Phone: 703.528.1775
Toll Free: 800.356.5760
Fax: 703.528.2333

 

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