Planned Giving: What You Should Know

Planned Giving: What You Should Know
Photo by Jamie Girll/Getty Images

By MOAA Staff

 

(For details on planned giving options, please contact our Development office at charities@moaa.org or call (800) 234-6622, ext. 169)
 
The mission of MOAA Charities is serving those who serve. Your charitable gift can support our many programs such as education assistance, crisis relief, community outreach, and more. Your support can fulfill this mission for generations of servicemembers to come by including a bequest — a gift in your will.
 
Over the past decade, our Education Assistance Program has averaged $5 million in bequests a year, allowing the fund to grow from $62 million in assets to $147 million. Because of this, the size and number of grants provided to students have dramatically increased, reducing the financial burden of student loans.
 
All of our programs would greatly benefit from this support; we could assist an ever-growing group of recipients through financial grants, webinars, financial benefits education, and more.
 
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MOAA Charities works with General Counsel’s office and the Finance Department to ensure bequests are properly stewarded. For donors like Col. Nanette Brédé Mueller, USA (Ret), this was important to her decision to set up a planned gift to the MOAA Charities.
 
“[Bequests are] about investing in future generations and trusting MOAA to use that money wisely,” she said. “I know my gift will help military children receive a good education so they can go on to lead our nation.”
 
Why do people choose to include MOAA Charities in their wills or trusts? For many, it is knowing we make good use of our charitable gifts. For example, Lt. Col. Donald Catron, USA (Ret), and his wife, Connie Catron, Legacy Circle members, support MOAA Charities because they know all the money raised supports the students.
 

Time to Decide

For those who have been thinking about including MOAA Charities in estate plans, the next step is simple. Contact us at charities@moaa.org or (800) 234-6622, ext. 169 to discuss options. You can also speak with your financial advisor about naming MOAA as a beneficiary.

 

This article was originally published in 2020 and has been updated. Last update: March 4, 2026.

 

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