Legacy Society

Planned Giving

You can make a difference in the lives of our service members, veterans, and military families forever. Please consider leaving a legacy for tomorrow by joining the Semper Fi & America’s Fund Legacy Society today.

How to Join

After you have included Semper Fi & American’s 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 lawyer/estate planner have any questions, please contact Susan Reid at 760-994-3509, or email: Susan.Reid@TheFund.org

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Planned Giving Advisement Form

Planned Giving

When you include Semper Fi & America’s Fund in your will, trust, or beneficiary designations, you help ensure long-term stability, allowing us to adapt programs, expand care, and respond to needs we can’t yet foresee.

PLANNED GIVING STATEMENT OF INTENT

1. Donor Information

Full Name(Required)

First Last

Spouse/Partner Name (Optional):

First Last

Phone(Required)

Address(Required)

Street Address City State / Province / Region ZIP / Postal Code

Email(Required)

2. Legacy Society Recognition Preference

PLEASE SELECT ONE:

3. Type Of Planned Gift

TYPE OF PLANNED GIFT (OPTIONAL):

Will or Living Trust

Retirement Account (IRA, 401(k), etc.)

Life Insurance Policy

Donor-Advised Fund

Appreciated Securities

Other

4. Acknowledgment

Any Additional Information You Would Like To Share:

How to Join

Planned Giving Advisement Form

PLANNED GIVING STATEMENT OF INTENT

1. Donor Information

2. Legacy Society Recognition Preference

3. Type Of Planned Gift

4. Acknowledgment

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