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Gifts From Your Will or Trust

Bequest Diagram
Ocean Conservancy


How it Works

  • Include a bequest to Ocean Conservancy in your Will or Trust. (Here's sample language for your Will.)
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

Important Related Topics

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.
I have included Ocean Conservancy in my estate plan

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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