LEGACY GIFT PLANNING
q I have named the USNA Foundation in my estate plan/will. q I would like to learn more about the Foundation’s Gift Planning services and the Robert Means Thompson Society. Please call or email me.
For examples of life-income gift plans or for beneficiary language for your will/trust, call 410-295-4186 or email plannedgiving@usna.com.
Name __________________________________ Class Year ___________ Phone _________________________________
Home Cell (circle one)
Email _________________________________________________________ Street Address __________________________________________________ City _______________________________ State ______
Zip _________
GIFT ENCLOSED $ _________________ q Check enclosed (payable to USNA Foundation) q Charge: q Mastercard q Visa q Discover q AmEx
Card Number ________________________________
Expiration Date _____ / _____
Signature ___________________________________
Phone Number ______________________________
NEW PLEDGE $ _______________ Installments of $ ___________________ q Check enclosed q Charge (see form at left) q Annually q Semi-Annually q Quarterly Over ____________ year(s) Beginning on ____________, 20____
THE FUND FOR ATHLETIC EXCELLENCE (Fund 515000)
ONLINE GIFTS Go to www.usna.com. Click on Giving and then on the “Make a Gift” icon. MATCHING GIFTS Increase the impact of your gift by requesting a matching gift from from your employer. Spouse and retiree gifts may also be eligible. Contact your Human Resources Office or the Foundation at 410-295-4190. GIFTS OF SECURITIES Notification of the stock gift prior to transfer is requested. Please call 410-295-4115.
Being eligible for benefits, including seating priority and parking privileges, will reduce the tax deductible portion of your contribution. The Fair Market Value (FMV) of the benefits associated with each giving level is listed below. Please indicate those benefits for which you are eligible that you wish to decline, if any. By declining all benefits, your contribution will be 100% tax deductible. RECOGNITION LEVEL
FLEET CLUB $5,000 - $14,999
FAIR MARKET VALUE OF ADMIRAL’S ROW BENEFITS
RIP MILLER SOCIETY $15,000 - $24,999 FRIENDS OF NAVY ATHLETICS $25,000 +
$200 $200 $200
DECLINE A.R. BENEFITS
q
AND
FAIR MARKET VALUE OF OTHER BENEFITS
DECLINE ALL OTHER BENEFITS
q
$740
q
AND
$1,350
q
AND
$2,400
q
q
President’s Circle recognition, special gift, hospitality receptions, Stadium Events Packages and Navy Home Game Packages do not impact the tax deductible portion of your contribution. Please consult your tax advisor regarding your specific circumstances.