Protect the Coast
Preserve La Jolla’s Legacy
Your Gift
- Secure donation
PO Box 141, La Jolla, CA 92038
Other Ways to Give
Your Legacy
Planned giving is a perfect way to support the La Jolla Coastline.
When you make a planned gift to La Jolla Coastal Conservancy you are helping ensure that the La Jolla Coastline is not only sustained, but brought to its world-class potential for future generations to enjoy. When creating your will or trust, you can choose how to include La Jolla Coastal Conservancy as a beneficiary of your estate. We always recommend working with a financial advisor and estate planning attorney regarding your La Jolla Coastal bequests and deferred donations.
Bequests
A bequest is one of the most meaningful ways to express your love for the La Jolla Coastline. Your giving makes a lasting impact on the Conservancy’s ability to sustain, envision, and enhance the La Jolla coastline. Making a bequest has no out-of-pocket cost and the value of the bequest can reduce your taxable estate.
Please know that if you choose to restrict your giving for a certain purpose, it increases the chances that the specific program you’ve designated may not be as relevant or as vital at the time of your gift disbursement as it is today. It’s best to contact La Jolla Coastal Conservancy directly to ensure that your intentions can be executed as intended.
Charitable Gift of annuity
For persons over 60, a Charitable Gift Annuity is a great way to guarantee personal income to benefit La Jolla Coastal Conservancy. Based upon your age and set formulas, you will receive annual income, a tax deduction, and a portion of your annual payment will likely be tax-free. At your death, the remainder of the annuity is distributed to a Legacy Fund for the benefit of La Jolla Coastal Conservancy.
Retirement Plans
Naming the Conservancy as a beneficiary of your IRA or other type of retirement plan is a meaningful way to donate to the La Jolla coastline. When you name the Conservancy as a beneficiary (either a percentage or sole beneficiary), you will avoid both income and estate taxes for that percentage of the plan.
Life Insurance
Did you know that you can designate La Jolla Coastal Conservancy as a beneficiary or contingent beneficiary of your life insurance? This is often an easy way to leave a legacy. If you have a life insurance policy with a cash value, you might consider changing to La Jolla Coastal Conservancy to be the owner of the policy. You receive a tax deduction for the value of the policy, and payments you make to us to pay the ongoing premiums are also tax-deductible.
La Jolla Coastal Conservancy Project Donations and Gifts During Lifetime
An outright gift of cash, stocks, or other assets will always be appreciated, and you can watch how various Conservancy projects have benefitted during your lifetime! We encourage you to consult your own financial and/or legal advisors to discuss the best way to make a charitable gift while realizing your tax and estate goals.
For further questions on ways to give, please contact:
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