Planned Gifts

General information

Planned gifts are an effective way to make a contribution to the Ocean Institute while maximizing your personal financial goals and estate planning needs. There are a number of planned giving opportunities to meet your various needs.

What is Planned Giving?

A planned gift is a donor’s commitment to benefit the Ocean Institute through an outright gift or a deferred gift that takes effect at a specific future time or at death. Typical planned gifts include bequests (in wills or trusts), charitable remainder trusts, gifts of life insurance, gifts of real property or other property. There are a number of gift strategies that can provide tax savings and lifetime income benefits to the donor. 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?

The support of our educational mission at the Ocean Institute through current and major gifts is greatly enhanced when loyal and thoughtful donors create a planned gift to ensure a legacy of giving. In addition to receiving tax benefits the planned giving donor helps to ensure that future generations of students will benefit from the Ocean Institute’s educational experience.

For more information about planned giving opportunities or if you have provided for the Ocean Institute in your estate plan and would like to be recognized as a member of the LegaSea Society, please contact Mary Lawson at (949) 496-2274.