Marine Corps Scholarship Foundation

Honoring Marines by educating their children

Comparison of Planned Giving Options

Determining what gift is right for you is just as important as making the gift. The right choice of a planned giving option or options accomplishes both your personal and philanthropic goals. Each has its own benefits. When choosing an option, you and your family will want to consider how it fits into your overall plan for your financial future.

Here are some questions to consider:

  • Am I looking for a simple way to make a gift that lets me control how my assets will be used?
  • What gift choice will help me best provide for the financial needs of loved ones?
  • Is there a way I can use my gift to provide income during my life?
  • Can I make a gift that does not have to go through probate?
  • How will my gift affect my current or future taxes?

Gift Planning Options

Easy to Arrange

Donor Can Direct Use of Gift

Payments to Donor During Donor’s Life

Revocable/
Irrevocable

Immediate Tax Benefits

Probate Required

Asset Type Accepted

Bequest

Yes, but requires attorney

Yes

 

Revocable

No

Yes

All

Charitable Trust

More complex

Yes

 

Dependents on trust

Depends on trust

No

Usually cash or securities

Charitable Gift Annuity

Yes. No attorney required

Yes

 

Irrevocable

Yes

No

Usually cash or securities

Insurance

Yes, Just designate MCSF as beneficiary

x

 

Revocable by change of beneficiary

No

No

Cash benefit

Retirement Plan

Yes, Just designate MCSF as beneficiary

 

 

Revocable

Possible

No, if MCSF is beneficiary

Cash or securities

 

Each of these options will qualify you for membership in The Rockmore Society. Click here to find out more about the benefits of belonging to this special group of Scholarship Foundation supporters.

For more details on planned giving options, please click here or call 703-549-0060 to consult with the Marine Corps Scholarship Foundation Planned Giving Coordinator.

Contact the Rockmore Society

 

 

Planned Giving Testimonial

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Neither the United States Marine Corps nor any other component of the Department of Defense has approved, endorsed or authorized this activity. No Federal or United State Marine Corps endorsement intended.

Marine Corps Scholarship Foundation
909 N. Washington Street, Suite 400
Alexandria, VA  22314
Tel: +1703.549.0060  Fax: +1703.549.9474

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