ORCA Ocean Research and Conservation Association
 
 

LEGACY GIFTING

We are deeply grateful for the generosity of our donors whose contributions support the important work of ORCA today. Please consider extending your support of ORCA into the future by including ORCA in your estate plans with a legacy gift.

Each donor has unique circumstances which determine the means of giving that is most applicable to their individual situation. The following overview provides information on basic methods of legacy gifting. When considering a legacy gift to ORCA, we encourage you to discuss these and other specialized giving vehicles with your attorney and/or financial advisor to ensure your legacy giving is appropriate to your estate plans and to determine the tax benefits of the legacy gift to you and your family.

Thank you for your consideration. Your thoughtful legacy gift will make a profound contribution to future aquatic conservation and research efforts by helping ORCA preserve our ocean and marine ecosystems for those generations who follow us.

Bequests
You can provide now for a future gift to ORCA by including a bequest provision in your will.
The most common ways to make an outright bequest to ORCA are:

• General bequest: Specifies a specific dollar amount to ORCA
• Percentage bequest: A specific percentage of the estate is designated to ORCA

To name ORCA as a beneficiary of a bequest, please include the following information in your will:

I give and bequest to the Ocean Research & Conservation Association, federal tax ID 20-0901011,
located now or formerly at 1420 Seaway Drive, Fort Pierce, FL, the dollar amount of ________, or _______ percent of my estate to be used for general purposes.

Or if you prefer to designate your bequest to ORCA for a specific purpose:

I give and bequest to the Ocean Research & Conservation Association, federal tax ID 20-0901011,
located now or formerly at 1420 Seaway Drive, Fort Pierce, FL, the dollar amount of ________, or _______ percent of my estate to be designated for (indicate specific purpose).

Life Insurance
Life insurance may provide a convenient legacy giving option by naming ORCA as beneficiary of a life insurance policy no longer needed to protect your family. At death, the insurance proceeds benefit ORCA and are used for general purposes or the specific program you have designated.

Retirement Assets
You may choose to name ORCA as the beneficiary of your IRA, 401(k) or other qualified plan. After your lifetime, the residue of your plan passes to ORCA tax-free, escaping both income and estate tax levied on your retirement account. This allows you to leave more favorably taxed property to your heirs. Please note: This giving option is attractive to many donors, but this could change with future adjustments to the tax code. It is essential to seek the advice and counsel of your attorney and/or financial advisor when considering this gift option.


ORCA is a non-profit, non-governmental conservation organization tax exempt under Section 501(c)(3) IRS. Contributions are tax-deductible for those who itemize their deductions.

IRS non-profit 501(c)(3) determination (pdf)  |  IRS non-profit 501(c)(3) confirmation letter(pdf)
 

ORCA IS DEDICATED TO THE PROTECTION & RESTORATION OF AQUATIC ECOSYSTEMS &
THE SPECIES THEY SUSTAIN THROUGH THE DEVELOPMENT OF INNOVATIVE TECHNOLOGIES
& SCIENCE BASED CONSERVATION ACTION.
PLEASE HELP SUPPORT OUR MISSION.


MAKE A DIFFERENCE


"We need to act now
to reverse distressing declines if this and
future generations are
to continue enjoying
the many benefits we derive from our oceans and coasts."
-Admiral (retired)
James D. Watkins


DID YOU KNOW?
More oil reaches the oceans each year as a result of leaking automobiles and other non-point sources than was spilled in Prince William Sound by the Exxon Valdez.