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.

Personal Planner

Perils of Probate Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ...

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.

Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Gift Annuity for Real Estate Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

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 >>.

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.

• View the donor stories.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.

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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