PLANNED GIVING
WAYS TO GIVE
Planned gifts have an enormous and lasting impact on the Veterans of Fort Freedom. By making a planned gift to our organization as a part of your legacy, you will be investing in our nation’s most deserving heroes. You will ensure that we can continue our mission to support America’s heroes and their families for years to come.
WILL
You can name Fort Freedom in your will for a specific amount or a percentage of your estate. You can also name Fort Freedom as a beneficiary of your estate after the payment of expenses and gifts to loved ones. We encourage you to discuss your estate plans with an attorney.
We suggest using the following language in your will:
Fort Freedom requires a complete copy of the gift instrument in order to verify and properly facilitate the transfer of the charitable bequest.
I give and bequeath to Fort Freedom, Inc., a not-for-profit corporation with an address of 1094 Faulkner Terrace, Palm Beach Gardens, Fl. 33418, the sum of $________________ (or______ % of my estate; or the property described herein) to be used for the accomplishment of its general purposes.
FORT FREEDOM LEGACY IRA
The SECURE Act 2.0 became law in 2023 and created a great opportunity for our friends who are age 70 and older and own IRAs. If you are over age 70, the Legacy IRA allows you to make a one-time transfer of up to $54,000 from your IRA directly to Fort Freedom and receive a lifetime income from a Charitable Gift Annuity in return.
You may select a guaranteed fixed annuity payment for your lifetime or joint lifetimes with your spouse.
To learn more about the Fort Freedom Legacy IRA, including specific rates for your age, please complete the form below or call our planned giving department at (561) 208-1853.
NEED MORE INFORMATION?
Yes, I’d like to learn more about creating a Legacy IRA with Fort Freedom.
MORE WAYS TO GIVE
Fort Freedom accepts stocks and other securities as charitable donations.
To make a donation of marketable securities, and receive delivery instructions, call (561) 208-1853 or email finance@myfortfreedom.org
We will need to know the type and number of shares you are transferring and your contact information to properly acknowledge the gift.
GIFTS OF STOCK
You can name Fort Freedom as the beneficiary of an existing or new life insurance policy to ensure that your legacy furthers the mission of the Foundation.
For more information on how proceed, call (561) 208-1853 or email finance@myfortfreedom.org
LIFE INSURANCE
IRA DISTRIBUTION
You can make a gift to the Foundation directly from your IRA or other retirement funds. Giving a donation in this way can provide you with great tax benefits.
Please speak to a financial advisor for more details on how to proceed, call (561) 208-1853 or email finance@myfortfreedom.org