PLANNED GIVING
 
 

PLANNED GIVING

IT'S EASIER THAN YOU THINK
Legacy gifts help the long-term stability of the Catalina Island Conservancy so we can continue to protect Catalina Island well into the future. Your legacy gift also helps provide ways for you to manage your assets and pass on your values. We invite you to sustain the mission you have come to believe in by making a legacy gift to the Catalina Island Conservancy and joining our Legacy Society.

EASY
Share this sentence with your attorney, "I bequeath to Catalina Island Conservancy, a non-profit organization located in Avalon, CA, with federal tax identification number 23-7228407, the sum of ____________; or _____% of my estate; or the following property__________; or the rest, residue and remainder of my estate."

NON BINDING
Because you are not actually making a gift until after your lifetime, you can change your mind at any time.

VERSATILE*
You can structure a bequest to leave a specific item or amount of money, make the gift contingent on certain events or leave a percentage of your estate to the Conservancy.

TAX ADVANTAGES*
Your lifetime gift is an opportunity to reduce or eliminate estate taxes.

*As with any decision involving your assets, we urge you to seek the advice of your professional counsel when considering a gift to Santa Catalina Island Conservancy.
 

708 Crescent Ave., Avalon 90704 | Phone: (310) 510-1445 | 320 Golden Shore, Suite 220, Long Beach, CA 90802 | Phone: (562) 437-8555
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