Personal Estate Planning Kit Download
Save time, protect assets and avoid distress with a well–planned estate.
This comprehensive estate planning kit includes a helpful lesson book and an electronic record book:
Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to test your knowledge of the information covered.
After completing the lesson book, you'll be ready to take inventory of your assets. Download the record book (PDF) to begin.
Note: To record your information digitally on the form, you must have Adobe Reader. Download it for FREE here. If you're using Firefox (browser), you must save the PDF prior to making edits.
Need Help?
If we can provide any assistance during your planning process, please contact our Planned Giving team at 703.549.0060 or plannedgiving@mcsf.org.
Here to Help
703.549.0060
plannedgiving@mcsf.org
Ralph Glorisso
"My bequest is not a gift. It's payback. I joined the Corps as a young college student and the Marine Corps turned me into who I am today. Including the Scholarship Foundation in my estate plans seemed so appropriate."
Oskar Feichinger
"The Marine Corps Scholarship Foundation can honor my Dad's life by helping other kids of Marines as my Dad has helped me."
Sean Moore
"My commitment to my Marine brothers extends to their children; especially those children who have lost a dad or mom in the line of duty."
Eric Candelori
"For not a lot of money today, my life insurance gift will create a significant gift to the Scholarship Foundation in the future - perpetuating its mission and support of Marine families."
Randolph H. Smith
"My father taught me to always invest in your community and the people in your community. The Marine Corps invested in me and turned my life around. My bequest to The Scholarship Foundation is one of the best ways for me to give back."
Deb Carstens
"Helping children of Marines graduate from college debt-free motivates me to support the Scholarship Foundation year after year. Joining the Rockmore Society allows me to extend that support well beyond my life time."
Deb Cafferata-Refalo
"Someone that didn't know me, took a risk and invested in me. So now I get to take that same leap of faith. By including the Scholarship Foundation in my will, someone else is going to get a gift that keeps on giving."
Bernadette and John Heenan
"Our CGA does so much while also providing educational opportunities for the children of Marines; it’s an important component of our crash proof retirement plan and alleviates the day-to day concerns about the stock market. When we created our gift annuity we achieved current and future tax deductions and ensured a long term income stream for the rest of our lives."
