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

Integrity and Initiative Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. 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.

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 >>.

Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

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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