Planned Giving & the Rockmore Society
Here’s an opportunity to take your support to the next level. By making an estate gift, you will continue to enhance the future educational opportunities of Marine and Navy Corpsman children for decades to come. It’s easier than you might think.
There are many ways to make an estate gift and each has its own benefits. Some estate gifts offer immediate financial benefits, such as retirement income and tax advantages, while others can be as simple as just adding one sentence to your will. The correct plan for you should balance your overall estate and financial goals for yourself and your family with your charitable interests. Here are some questions to consider:
- Am I looking for a simple way to make a planned gift?
- What gift choice will help me best provide for the financial needs of loved ones?
- Is there a way I can use my gift to provide income during my life?
- Can I make a gift that does not have to go through probate?
- How will my gift affect my current or future taxes?
The Marine Corps Scholarship Foundation honors every estate gift, regardless of size or revocability, with membership in The Rockmore Society you will receive:
- A Rockmore Society lapel pin.
- Invitations to The Rockmore Society’s appreciation events across the country.
- A yearly update from a Scholarship Recipient and the Scholarship Foundation’s Annual Report and Yearbook.
- Public recognition in donor materials, unless you prefer to give anonymously.
Gift Comparison Chart
Passing Hope Along
“By Including the Scholarship Foundation in my will, someone else is going to get a gift that keeps on giving.”
Deborah Cafferata-Refalo is no stranger to military life. Her father is Private First Class Hector A. Cafferata, Jr., USMC (Ret.), who was awarded the Medal of Honor for his heroism in the Korean War. After working for a year post high-school, she made the decision to join the Air Force as an Airman Basic and rose through the ranks, becoming a Staff Sergeant. When she returned to civilian life, Deborah established a soup kitchen in a local church in South Carolina and then started her own business. She often thought about getting a college degree, but her husband’s job took the family abroad. On her return to the U.S., she entered Aiken Technical College, graduating with honors. In spite of financial and personal setbacks that would have stopped someone less determined, she continued.
With the help of the Marine Corps Scholarship Foundation, Deborah entered the University of South Carolina Aiken and graduated with her degree in 2010. Today, Deborah is “paying it forward” by including the Scholarship Foundation in her will.