Save the Date! 2026 Semper Fidelis Dinner honoring Mr. Bob Parsons on March 28, 2026

Shop

Contact

Planned Giving

Start Your Personal Legacy. Ensure Their Battlefield Dominance.

A planned gift to the Foundation helps ensure the future of the Marine Corps education programs we provide, while establishing a legacy that supports what matters most to you. All MCU Foundation programs are made possible through the generosity and commitment of people like you. Get in touch today to start establishing a plan.

MCU Foundation is rated 4 out of 4 stars by Charity Navigator and has earned a Platinum Seal of Transparency from GuideStar, two watchdog organizations that evaluate nonprofits.

We’re Here To Help You Plan Ahead

Now is the time to establish an effective long-range estate and financial plan that will allow you to leave a legacy at the MCU Foundation. When you plan ahead, your legacy gift may be much larger than you thought possible. 

Please consider the Foundation during your estate planning. We welcome bequests and gifts of retirement plans and would be happy to work with you to establish another type of planned gift.

Eagle, Globe, and Anchor Society

Bequest Giving

The Eagle, Globe, and Anchor Society honors those individuals who have established a planned gift to the Foundation through their will or trust. Including the Foundation in your estate planning will not reduce your current income, yet does enable you to provide substantial support to a cause that is important to you. 

Bequests, both large and small, have been important to the Foundation. Charitable giving through your will or trust can benefit your heirs as well. Bequests that reduce the size of your taxable estate can reduce gift and estate taxes. There are several bequests giving methods:

  • A percentage bequest expresses your gift as a percent of estate value.
  • A specific bequest designates a specific value left to a particular cause.
  • A residual bequest passes specific property to charity only if certain events occur, such as a beneficiary relinquishing the rights to an inheritance, or a beneficiary predeceasing you.

Remember, charitable gifts made through your will or trust are deductible for estate tax purposes. A charitable bequest may place your estate in a lower tax bracket.

You may direct your bequest to our annual fund or to a specific Marine Professional Military Education program. If you wish to direct to a specific program, simply identify your gift accordingly and we will adhere to your wishes. If you would like to establish an endowment fund through your will, please contact the Foundation. We will be happy to consult in confidence with you and your legal advisor.

Gifts of Retirement Plans

You can make a deferred gift by naming the MCU Foundation as the beneficiary of a qualified savings plan. Qualified plans may include IRA, 401(k) or 403(b) accounts.

  • By designating your retirement assets, you can avoid passing on a significant tax burden which is often associated with inheriting qualified savings plan assets to your heirs.
  • You may reduce your estate tax while having the satisfaction of supporting the Foundation’s mission.
  • When you advise us of the designation of the Foundation as a beneficiary of your qualified savings plan you will be invited to join the Eagle, Globe, and Anchor Society.

To designate the MCU Foundation as the beneficiary of your qualified savings plan, please contact your plan administrator to provide the appropriate forms.