Download IRA Rollover Guide

Leaving a Legacy - Marine Corps Heritage Foundation

The IRA Charitable Rollover provides you with an excellent opportunity to make a gift during your lifetime from an asset that would otherwise face multiple levels of taxation if left in your estate.

With just a simple message to your IRA provider, you can support Marine Corps Heritage Foundation by rolling over all or some of your IRA distribution.

Fill out the form to get our IRA Rollover Guide & Sample Language.

Download IRA Rollover Guide

If you have made or are considering a planned gift, let us know so we can welcome you to the the 1775 Society, ensure your gift is directed as you'd like, and of course so we can thank you!

Let's get in touch

  • Gayle Union

    Estate Administration and Gift Planning Manager

    union@marineheritage.org

    703-586-7463

    1775 Semper Fidelis Way

    Triangle, VA 22172

  • For Professional Advisors

    If you are working with a professional advisor, or advising a donor, here's a practical guide for including the MCHF in a charitable estate plan.

  • Download Advisor Guide