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Planned Giving

Are you looking for opportunities to establish your legacy? Have you thought of arranging a planned gift that helps you make a long-lasting contribution to environmental education?

A planned gift is a donor’s commitment to ensure continued support to the Bolsa Chica Conservancy through wills, trusts, gifts of real estate, life insurance, or other assets. These gifts can be made outright, or be a deterred gift that takes effect at a specific future time or at death. Planned gifts are coordinated with the overall financial, tax, estate and philanthropic plans of a person and/or their family.

Why Make a Planned Gift?

Many individuals have found gift planning to be an excellent way to support the Bolsa Chica Conservancy while enjoying estate planning opportunities to minimize state and federal taxes. A gift annuity provides donors with a fixed rate of return that is guaranteed for life and a charitable income-tax deduction.

Your planned gift enables the Conservancy to continue our important education and restoration programs. Grants of planned gifts help to ensure that future generations of students benefit from the Conservancy’s educational programs.

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