You can make a significant contribution to the important work of the Special Operations Warrior Foundation by leaving a gift in your estate. This way, you are making a gift of your assets after you no longer need them.

Beneficiary Designations on Life Insurance and IRAs

You may name the Special Operations Warrior Foundation as a full or partial beneficiary on any life insurance coverage you have, including group term insurance. Even a small percentage of your death benefit may result in a significant gift.

You may also name the Special Operations Warrior Foundation as a full or partial beneficiary on your IRA, 401(k), 403(b) or other retirement plan savings account. Because the naming of a charitable beneficiary may have tax implications for your other beneficiaries, please call us to discuss your particular situation.

A Gift by Will or Living Trust

An excellent way to leave an estate gift to the Special Operations Warrior Foundation is by designating a bequest in your will or living trust. Here is the recommended language:

Percent Bequest

"I give, devise and bequest ________% of my estate to the Special Operations Warrior Foundation its successors or assigns, a not-for-profit charitable organization, currently located at P.O. Box 13483, Tampa, Florida 33681 or our physical address at 4409 W. El Prado Blvd, Tampa, Florida 33629."

Specific Amount Bequest

"I give, devise and bequeath the sum of written amount dollars ($_________) to the Special Operations Warrior Foundation, its successors or assigns, a not-for-profit charitable organization, currently located at P.O. Box 13483, Tampa, Florida 33681 or our physical address at 4409 W. El Prado Blvd, Tampa, Florida 33629."

Residual Bequest

"I give, devise and bequeath all the rest, residue and remainder of my property and estate, both real and personal wherever located, to the Special Operations Warrior Foundation, its successors or assigns, a not-for-profit charitable organization, currently located at P.O. Box 13483, Tampa, Florida 33681 or our physical address at 4409 W. El Prado Blvd, Tampa, Florida 33629."

Payable on Death Designations

You may also name the Special Operations Warrior Foundation as a "payable on death" beneficiary for your bank accounts, your certificates of deposit, and your brokerage accounts. This way, your gift will pass directly to the Foundation without having to go through probate.

Please call us for more information on this procedure.

813-805-9400; 813-805-0567 Fax
Tax Exempt # 52-1183585