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

Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 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.

A Thank You Letter from CM3c Anthony V. Percoco In 1942 I was a high school graduate with a diploma and deficient in skills that would enable me to earn a living in the community. More on A Thank You Letter from CM3c Anthony V. Percoco >>.

Bequests Joe and Anna have been faithful supporters of their favorite charity. They believe it is important to support and encourage the foundation's mission. More on Bequests >>.

Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

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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