Planned Giving

Ensuring the future of California's environment with a planned gift!

Planned giving requires not only forethought, but also consultation with your tax advisor and/or attorney. In order to know if a planned gift is right for you, your family and your financial future there are several questions you should ask yourself.

• What are my goals?
• How can I achieve my goals?
• Is there a charitable organization that my goals align with?
• Do I make this gift while I am alive or include it in my estate planning?

Depending on the type of gift, some can be given during your lifetime or others through your estate.

Once you’ve gone through this process, your outline can serve as a road map to your planned gift. If you decide that your goals align with the work of the Planning and Conservation League Foundation, and we hope they do, you may want to consider a few planned giving options:

• Bequests
• Gift Annuity
• Gifts of Stock
• Charitable Remainder Unitrust
• Charitable Lead Trust
• Totten Trust
• Life Insurance

By including the PCL Foundation in your estate plan, you provide enduring support and an important source of future financial security to an organization with a history of devotion to protecting the environment.