LEGACY GIVING
Legacy Giving, Where Your Stories Live On
Join those donors who want their life stories, their life passions and their family
traditions to live on past their lifetime through the power of philanthropy.

Make a bigger, longer-term impact.
See the impact of your commitment now. Shape the conversation for the next generation.

Ensure that the Navy SEAL Xperience San Diego continues to be a world-class attraction honoring the extraordinary work, drive and dedication of the Navy SEALs.

There are many ways to Leave a Legacy

Bequests/Wills
gifts that will cost you nothing
A bequest is a statement in your will or trust that you wish to give to the Navy SEAL Xperience San Diego after your lifetime. Bequests are a great way to make a significant gift and they are versatile – you can designate a percentage of your estate, a specific amount, or you can ensure your loved ones are taken care of first then leave the remainder to the Navy SEAL Xperience San Diego.

Bequests are surprisingly simple and easy to implement. Just include a few sentences in your will or trust to indicate your charitable wishes. If you already have a will, you can change or update it by adding a simple codicil (amendment). Whether you are creating a new will, or drafting a codicil, the official bequest language for the Navy SEAL Xperience San Diego is:

I give to the Navy SEAL Museum San Diego, LLC, dba the Navy SEAL Xperience San Diego, a wholly owned subsidiary of the National UDT-SEAL Museum association, Inc. a nonprofit 501(c)(3) organization located in Fort Pierce, FL [written amount, percentage of the estate or description of property] for unrestricted use and purpose.

Gifts of Cash
gifts that will reduce your taxes
You can make a quick and easy gift by making a cash donation, writing a check, using a credit card or using our online option at navysealxperience.org/support.
Gifts of Appreciated Securities/Stocks
gifts that will reduce your taxes
When you contribute outright, long-term, appreciated stocks, you may avoid paying tax on capital gains. In addition, you may deduct the full fair market value of the asset.

We recommend transferring securities via electronic transfer (DTC) from your broker to our broker. To transfer securities at your brokerage firm, please contact or have your broker contact:

Navy SEAL Xperience San Diego
Account # 5173-6335
c/o Charles Schwab
DTC# 0164
Tax ID # 59-2569073
Contact: ____________
Phone: _____________

Life Insurance
gifts that will reduce your taxes
Gifts of life insurance often allow donors to make a more substantial gift than would otherwise be possible. As circumstances change, your need for life insurance may decrease. If you have a policy you no longer need, consider naming the Navy SEAL Xperience San Diego as the beneficiary. Another opportunity is to transfer ownership of a policy to the Navy SEAL Xperience San Diego, entitling you to an income tax deduction; future payments of the premiums may be tax-deductible as well.
Retirement Assets
gifts that will reduce your taxes
Individual retirement accounts provide wonderful charitable opportunities. Because these accounts are subject to income and estate taxes, your heirs may prefer to receive other assets that are less highly taxed. As a nonprofit, the Navy SEAL Xperience San Diego does not pay the income taxes otherwise due and our mission will benefit from the full value of your gift.
Personal Property
gifts that will reduce your taxes
The Navy SEAL Xperience San Diego will accept gifts of real estate, art, and artifacts, if there are no restrictions on selling or using the property. You can donate a residence, vacation home, commercial property, undeveloped land, an artifact, collectors item or artwork as either a current gift or gift given after your lifetime. Gifts of real estate are often used to fund a charitable trust that pays you income over your lifetime.
We always recommend that you consult with your financial advisors.
For More Information

Contact Information

Kim Rhinehelder | Director of Development

(619) 566-7956

kimrhinehelder@navysealxperience.org

San Diego, California

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The information provided on this website does not constitute legal or financial advice. Financial planning decisions should be made solely in conjunction with the consultation of a qualified professional.