Set Up Your Planned Giving Today
You can use planned giving to support our mission to help military families.
A planned gift is any major gift, made during your lifetime or at your passing, as part of your overall financial and/or estate planning. Along with annuities and retirement plans, we have several options available for you to consider:
Qualified Charitable Distribution (QCD)
Also known as IRA Charitable Rollovers, QCDs allow individuals age 70½ or older to use their IRAs to maximize their charitable impact while minimizing taxable income. How, you ask? An IRA is typically the largest source of assets generating taxable income when paid to a beneficiary. Whether you want to make a QCD gift to Operation Homefront today, request a tax acknowledgment letter for a gift already made, or just learn more about QCDs, you can find resources you can find resources here.
Stocks and Securities
When you gift stocks and other securities directly to Operation Homefront, you can make an impact without taking money directly out of your bank account. (Plus, you won’t be taxed on gains for donated appreciated assets!) Operation Homefront accepts stock and other securities as charitable donations through our account with Merrill Lynch. To make a donation of any marketable securities, download and complete the transfer form and send to plannedgiving@operationhomefront.org. Or, to complete the process online, our partner, FreeWill offers this free online tool to access your necessary paperwork and complete your stock gift in 10 minutes or less.
You can find more information regarding stocks or security donation here!
Bequests
You might also consider bequests to Operation Homefront, for which we suggest the language below.
Sample Bequest Language for Wills:
I give [cash of $_________] or [specified property] to Operation Homefront (EIN 32-0033325), to be used for its general purposes.
Wills or Living Trusts
Trusts and wills are another option for planned giving. Your assets are not tied up now yet you may rest assured that they will benefit our military families in the future.
Operation Homefront and FreeWill offer a free, online estate planning tool to write a legal will in 20 minutes or less including the necessary language to create a legacy gift that supports military families.
If you’ve already created a gift in your will or trust to Operation Homefront please fill out this form to let us know about your gift!
For questions on planned giving, please email us at plannedgiving@operationhomefront.org.