Sun on a beach

Estate and Legacy Giving

Giving Options

mangrove coastline and reef

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

Learn about gifts that allow you to give to Ocean Conservancy while generating income for yourself and your family.
Octopus

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.
areal view of a ocean coastline

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.