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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, 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 PCL 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.
Download information on these planned giving opportunities or please contact Traci Sheehan.
 Jake Sigg, a loyal supporter of PCL for more than two decades, has been a leader in the California Native Plant Society, and a force for protection of the environment in California, especially in San Francisco. Recently, we asked him to consider including PCL in his will. He had this to say:
"The Planning and Conservation League has done great work protecting our environment. I was delighted by the opportunity to leave proceeds from my estate to an organization to which I have long felt affection and gratitude, as it represents some of my deepest values. And, it was very easy. I simply filled out a short form, provided by PCL, and sent it in. If you are thinking about estate planning, consider including the Planning and Conservation League." -Jake Sigg
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