LEGACY GIFTING

TEAMORCA is a group of the Ocean Research & Conservation Association’s benefactors who have made a lasting commitment to our ocean by making a life income gift with ORCA or by naming us as a beneficiary in their estate plans. TEAMORCA is a way for us to recognize this profound contribution to our future. We thank our supporters worldwide for their thoughtful, selfless and generous show of support for ocean conservation.

Wills & Trusts

Bequests
You can provide now for a future gift to ORCA by including a bequest provision in your will
or revocable trust. ORCA receives the gift, and applies it to the purpose(s) you specified.

Retirement Assets
You 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. Leave more favorably taxed property to your heirs. May be amended if circumstances change.

Life Insurance
You can provide now for a future gift to ORCA by naming us as beneficiary of a policy insuring your life.
At death the proceeds are paid to ORCA, and we apply them to the program you have designated.


Special Situations

Charitable Lead Trusts
Contribute securities or other appreciating assets to a charitable lead trust. The trust makes annual payments to ORCA for a period of time.When the trust terminates, the remaining principal is paid to your heirs.

Remainder Annuity Trusts
Transfer cash, securities or other appreciated property into a trust. The trust makes fixed annual payments to you or to beneficiaries you name. When the trust terminates, the remainder passes to ORCA for research and conservation.

Pooled Income Fund
A life-income gift that works like a charitable mutual fund. Give us cash or securities, receive an income tax deduction and pay no capital gains tax on the transfer, secure lifetime income, and deliver significant support to us.