Legacy Toolkit

Gifts from Donor-Advised Funds

During your lifetime, you can recommend a grant from your Donor-Advised Fund to ensure a healthy ocean. When you put money into your DAF you receive an immediate tax deduction and you can give that money to one or more charities now or years in the future. If you would like to make a gift now through your DAF, simply click the link below to find your fund:

6 Ways You can Make an Impact with Your Donor-Advised Fund:

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Memorialize, honor or commemorate a loved one or an event.

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Avoid capital gains by first transferring appreciated stock to your DAF and then gifting it in minutes.
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Teach your loved ones about charity and why you believe in giving back.
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Build a sense of community (and make a bigger impact) by forming “giving circles” with other donor-advised fund owners including friends and family members.
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Bundle your charitable gifts (doing so could result in an opportunity to itemize your deductions in the same year).
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Leave all or a portion of your the account to charity simply by changing your beneficiary designation.

Create Your Legacy of Philanthropy

The final distribution of contributions remaining in your DAF after your lifetime can be designated when you create or update your fund. If you decide to change your beneficiary designation, would you let us know? We would like to recognize you for your generosity and ensure that your gift is used as you intend.

Please don’t hesitate to get in touch if you have any questions about setting up your legacy gift or if you need more information. We invite you to contact us so we can chat about easy ways to make an impact using your Donor-Advised Fund.

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Gifts From Donor-Advised Funds

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Need assistance? We're here to help!

Annie Wilcosky
Jessica Schoenig
Thomas Perkins
Charlotte Meyer

Office of Planned Giving

Phone: 800-519-1541

oceanlegacy@oceanconservancy.org 

1300 19th Street, NW, 8th Floor
Washington, D.C. 20036
Tax ID: 23-7245152

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.