Semper Fi Fund Legacy Society - Planned Giving


Please consider leaving a legacy for tomorrow by joining our Semper Fi Fund Legacy Society. You can make a difference in the lives of our service members and their families, forever. When you include the Fund in your will or other estate plans, you help strengthen our long-term ability to remain an important force in continuing our mission.

After you have included the Semper Fi Fund in your estate plans, please let us know by submitting our Planned Giving Advisement Form or by sending us a copy of your will. If you or your estate planner has any questions, please contact Donor Relations at 760-994-3509 or

In appreciation for your long-term support, membership in the Semper Fi Fund Legacy Society includes:

* Acknowledgment of your membership in our annual report with supporter permission
* Invitations to Semper Fi Fund and America's Fund events
* A Semper Fi Fund Legacy Society pin

Although conflicts may come and go, the needs of our injured and critically ill Veterans, and their families, will continue for the rest of their lives. We intend to be there for them for the duration and, together with your support through the Semper Fi Fund Legacy Society, we will. Please consider joining today, so that we can help them tomorrow!

Ideas for Giving Through a Will or Trust

Planned giving through wills and trusts can be as creative and versatile as the assets you intend to bequeath. If you would like to donate tangible assets such as real estate, works of art, vehicles and other similar items, please contact Susan Reid of our Donor Development team.

Some examples of planned giving legacies to the Semper Fi Fund are listed below.*
(*The Semper Fi Fund does not provide financial or legal advice, and you should consult your financial advisor or estate planner for additional guidance.)

* An outright gift of cash. Leave a specific dollar amount or designate a percentage of your estate to be given through your will or living trust.
* Give only the remainder, or residue, of your estate, or that which remains after bequests to loved ones have been made.
* Life Insurance Policies
* Stock, Bonds, Annuities and other Securities
* Personal property
* Real estate (Real estate is accepted on a case-by-case basis with minimum valuation considerations. Real estate donations must include a written appraisal and a title free and clear of liens, restrictions, variances and other environmental liabilities and/or encumbrances that will negatively affect the value of the real estate, and/or expose the Semper Fi Fund to unwanted liabilities.)

You may designate your bequest in two ways:

* For the general purposes of the Semper Fi Fund (an unrestricted bequest).
* To be used to support a particular program or type of assistance (a restricted bequest).

The following is an example of suggested language that you might consider presenting to your estate planner for inclusion in your will/trust:

“I give and bequeath to the Semper Fi Fund, 825 College Blvd, Suite 102, PMB 609, Oceanside, CA 92057, a not-for-profit corporation, the sum of $______, or _______% of my estate, to be used for the accomplishment of its general purpose (or for a specific purpose as indicated)”.