The Sea Turtle Conservancy is the oldest and perhaps most accomplished sea turtle research and protection group in the world. By giving a planned gift to the STC, you can leave a legacy that ensures sea turtles and their habitats will be protected for years to come. We thank you for considering a major gift to STC and offer our services to help you decide which option is best suited for you.
Trusts | Gift Annuities & Stock | Wills and Living Trusts | Overview
What is Planned Giving?
Planned Giving is the process that takes place when a contributor decides to leave a substantial gift to a charity. It simply means that you are planning as you would plan for any substantial financial transaction, such as purchasing a house, college tuition, or a car. The most common forms of Planned Giving are Wills and Life Insurance Policies. There are also a variety of Planned Giving options that allow you to give a substantial contribution to the Sea Turtle Conservancy (STC), obtain a tax deduction and receive lifetime income now or in the future. These options include setting up one of the several types of Trusts or establishing a Gift Annuity. Trusts and Annuities are becoming increasingly popular and are actually relatively easy to establish.
Purpose of this Document
This guide is intended to describe for you the various options available when considering a substantial gift to the Sea Turtle Conservancy. The guide gives brief descriptions of the major Planned Giving tools and offers an example of each one. If you would like more information about any of the options described, we can help. Simply contact us or your attorney. If you don't have an attorney, we can assist you in finding one suitable for your needs.
Trusts A common planned giving instrument, a Trust offers substantial tax benefits to the donor and provides a steady source of income to either a charity or the donor, depending on the type of trust the donor selects.
Gift Annuities and Stock Gifts Through gift annuities, you can make a gift to STC and, in turn, receive lifetime income for you or your survivors. Donating appreciated stock to fund a planned gift provides an income tax deduction equal to the fair market value of the stock on the date of the gift. Giving stock also avoids capital gains taxes on the growth your shares enjoyed since you purchased them.
Wills and Living Trusts Perhaps the most important document to you and your loved ones, a Will also is an appropriate and common instrument for leaving a planned gift to a charity such as STC.
Who to Contact for More Information
Please call, fax or write directly to:
Mr. David Godfrey
Sea Turtle Conservancy
4424 N.W. 13th Street, Suite B-11
Gainesville, Florida 32609
Phone: (352) 373-6441
Fax: (352) 375-2449
Thank you for taking the time to read through these pages. We at the Sea Turtle Conservancy are available to answer any questions you may have about our Planned Giving Program. Once you decide on a Planned Gift to the STC, we will register you, with your permission, in our Conservation Hall of Honor, recognizing you for your generosity and your support for the mission of STC.
Note: Neither the author nor the Sea Turtle Conservancy are engaged in rendering legal or tax advisory service. For advice and assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this document is to provide accurate information of a general nature about Planned Giving options. All calculations used in the "Examples" are based on various interest rates, 1998 Planned Giving calculations, and IRS data.