Invest in a legacy of solutions

Joining our Planned Giving Program is one of the most powerful actions you can take to help solve the climate crisis. A legacy commitment is an investment in equitable, sustainable work that will directly serve our most vulnerable populations and help secure the future for generations to come. 

Gifts can be made through your estate or will with Ecology Action named as a beneficiary. These gifts can reduce the taxable portion of an estate and decrease your federal and state tax liability.

Planned gifts come in many forms

Consider making a gift in the following ways:

Specific Bequests:
Ecology Action receives a specific dollar amount, percentage, or designated item of property through your estate plan.
Residuary Bequests:
A percentage or all of the remainder of your estate after other specified bequests have been fulfilled.
Retirement Plans:
If you have a qualified retirement account IRA/401(k) etc. leaving the remainder of the account to Ecology Action is a meaningful way to avoid a heavy tax burden if left to individuals.
Additional planned gifts:
Appreciated stock or other publicly traded assets (bonds, efts, mutual funds, etc.), non-cash gifts (real estate residential or commercial), donor advised funds, gifts of life insurance.

Please consult with your accountant or financial advisor to discuss your unique situation to determine what option is best for you.

We want to celebrate and thank you now! 

Have you already named Ecology Action as a beneficiary in your will or trust? We want to celebrate your impact now and in the future. Connect with us and tell us about the change you wish to make.

Please contact Jennifer Lape, Director of Fund Development and Philanthropy, by phone at 831-334-2524 or by email.

The fine print

Details to share with your legal and/or tax advisor:  
Ecology Action, Santa Cruz, a California non-profit corporation, with
Business Address: 877 Cedar Street, Ste 240, Santa Cruz, California 95060.
Our taxpayer identification number is 94-2584236.