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Estate and Legacy Giving

Giving Options

Talk to Us

  • oceanlegacy@oceanconservancy.org
  • Call 800-519-1541
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Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Ocean Conservancy.
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A Gift by Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
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The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Ocean Conservancy.
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Life Income Gifts

Planned giving is a great way to support Ocean Conservancy while generating income for yourself and your family. Learn about the gifts that allow you to give to Ocean Conservancy while generating income for yourself and your family.
Sunset in Laguna

Real Estate

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Ocean Conservancy.
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Stocks & Bonds

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Ocean Conservancy.
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Donor-Advised Fund

A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.