Make Plans to Preserve Your Legacy

Planned Giving

Your legacy as a caretaker, protector, and patron will live on long after you’ve passed. As you look back on a full life and develop plans that will influence important decisions, like the disbursement of your estate or the preservation of valuable assets, we hope you will consider making the United States Navy Memorial part of those plans.

Your planned gift will help us fulfill our mission to Honor, Recognize, and Celebrate the men and women of the Sea Services, past present and future; and Inform the public about their service for generations to come. You can ensure that we preserve our nation’s rich maritime history and honor the men and women who defend our freedom. Depending on how you choose to support us, you could also receive substantial tax benefits.

If you include the Navy Memorial in your plans, please use our legal name and federal tax ID.

Legal Name: U.S. Navy Memorial Foundation
Address: 701 Pennsylvania Avenue, NW  Washington, D.C.
Federal Tax ID Number: 52-1104476

 


 

A Gift in your Will or Living Trust

Are you interested in helping The United States Navy Memorial with our mission, but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible, and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

Including a bequest to the Navy Memorial takes a small amount of time but has a great impact. As little as one sentence of bequest language is all that is needed to complete your gift.  To learn more, contact Milt Jackson.

 

pexels-photo-1072824.jpeg

Beneficiary Designations

Are you passionate about supporting the Navy Memorial's mission, even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name the Navy Memorial as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone.

Our approach is simple and flexible — simply fill out a form that is entirely separate from your will, and you may review and adjust beneficiary designations at any time.  Designate the Navy Memorial as your beneficiary today!

 


Charitable Gift Annuities

How to Fund It

You can use the following assets to fund a charitable gift annuity:

  • Cash
  • Appreciated Securities
  • Closely Held Stock

When you are looking for ways to help the United States Navy Memorial, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support our work while receiving fixed payments for life is a charitable gift annuity.*

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with the Navy Memorial, you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.  To learn more, contact Milt Jackson.

 


Memorials and Tributes

If you have a loved one who has been touched by the Navy Memorial, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.

 

How to Fund It

You can create a memorial gift using the following assets:

  • Cash
  • Appreciated Securities

How to Fund It

You can create an endowed gift using the following assets:

  • Cash
  • Appreciated Securities
  • Real Estate
  • Tangible Personal Property

Endowed Gifts

An endowment gift to the Navy Memorial today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Here's how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address our immediate needs, and the remaining funds are reinvested to ensure indefinite support.  To learn more, contact Milt Jackson.

 


Donor Advised Funds

Are you looking for an easy, cost-effective way to support the Navy Memorial and other causes you love? A donor advised fund, which is like a charitable savings account, may be the right choice for you.

Here's how it works. You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend— but not direct— how much and how often money is granted to the organization. You will also avoid the cost and complexities of managing a private foundation.

You qualify for a federal income tax charitable deduction at the time you contribute to the account, and have the power to make recommendations on which charities to support whenever you want. You centralize your giving and record-keeping in one location. And maybe best of all, you can start a legacy of giving by letting your children or grandchildren help decide which grants to recommend.

How to Fund It

Create a donor advised fund with one of the following assets:

  • Cash
  • Appreciated Securities
  • Retirement Plan Assets

 

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.

If you include the Navy Memorial in your plans, please use our legal name and federal tax ID.

Legal Name: U.S. Navy Memorial Foundation
Address: 701 Pennsylvania Avenue, NW Washington, D.C.
Federal Tax ID Number: 52-1104476

 

Questions?  Contact Milt Jackson at mjackson@navymemorial.org or (202)380.0760