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Welcome to CEC/Seabee Historical Foundation
Planned Giving

Benjamin F. Montoya
Retired, Rear Admiral,
Civil Engineer Corps,
United States Navy

Thank you for taking time to explore the various tools and benefits of Planned Giving.

There is no better way to provide future income for you and your loved ones, and at the same time make sure the story of the Seabees and the Civil Engineer Corps is never forgotten then by giving a Planned Gift to the CEC/Seabee Historical Foundation. Should you choose to plan a gift through your Will, or establish a Gift Annuity, you will have the satisfaction of knowing that you have helped preserve and promote the Seabee Legacy - " Can Do."

CEC/SEABEE LEGACY BATTALION


Have you made a Planned Gift? Let us know so we can honor you as a "Builder of the Future"... click here.



Benefits For Family and the CEC/Seabee Historical Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.



Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.


Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.


Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


William C. Hilderbrand
President
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.




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