If you are unable to make an immediate gift, but would
like to leave behind a legacy of caring for our oceans, waves and beaches,
consider a bequest. Your will or living trust protects your
family’s future with an estate plan. By including a bequest to the
Surfrider Foundation, you can help ensure that your love of the ocean
environment lives on.
Adding the Surfrider Foundation to your will or living trust is one of the
easiest ways to make an important difference in the future of the
foundation. To make a bequest simply add a brief statement to your will
or living trust. (Often you can simply add a codicil to an existing document.)
While this type of gift creates no immediate tax benefits, it will be
completely tax deductible for estate tax purposes.
You can also specify exactly how you'd like to distribute your assets. You
can make a specific bequest by identifying a specific parcel of real estate,
block of stock, or other clearly identified item. Or you can make a cash
bequest of a specific percentage of your estate. Finally you can make a
residual bequest from the remaining assets in your estate after all other
bequests and settlement costs are satisfied.
Naming the Surfrider Foundation as a beneficiary of your estate today will serve
to remind your friends and neighbors in the community that, throughout your
lifetime and beyond, you cared for the world’s oceans, waves and beaches.
Certainly there is no better way to be remembered and no better gift to leave
behind. Your legacy in this regard is easy to create and can cost nothing to
establish. In fact, doing so may save your estate a great deal in taxes.
To learn more about estate gifts please contact Steve Blank, Surfrider
Foundation’s Director of Development at 800-743-SURF x. 40 or
info@surfrider.org
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