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Other Ways to Give

Other ways to giveHubbs-SeaWorld Research Institute has been dedicated to providing effective solutions to conflicts that arise between human activity and the natural world for 50 years. Scientists are committed to ensuring that our children and our children's children can enjoy the splendor of a whale migrating along our coast, enjoy sportfishing or watching a sea turtle nesting our beaches. You can play a significant role in assuring the success of our mission.

There are various ways of giving to Hubbs-SeaWorld. Most gifts to the Institute are in the form of Cash, clearly the most convenient way of giving. You may also wish to consider one of the following mutually beneficial ways of supporting the Institute.


Honor Someone Special

Giving in honor or rememberance of those who have touched your life is a special way of demonstrating your appreciation and lasting values.  Rather than buying another sweater, coffee mug or gift card, please consider honoring that special someone through the gift of a donation to Hubbs-SeaWorld Research Institute.  Click here for a printable Donor Intent Form.  

Securities

If you own securities that have appreciated in value, you are subject to taxation rules when they are sold. By making a gift of these appreciated securities to Hubbs, you avoid capital gains taxes and receive a charitable deduction. Thus, the actual cost to you is often far less than the value of your gift.

Real Estate 

You may make a gift of your residence or other real estate to the Institute. As with gifts of appreciated securities, you avoid capital gains taxes and receive a charitable deduction. 

Life Insurance

If you own a fully-paid life insurance policy that has outlived its original purpose, you may wish to donate it to Hubbs. You will receive a charitable deduction based on the present value of the policy (an amount close to the cash value). You may also name Hubbs to be the beneficiary of any life insurance policy that you own. Although you will not receive a charitable deduction, you will have the satisfaction of knowing that you have "returned to the sea some measure of benefits derived from it." 

Bequests 

A bequest to Hubbs is a gift that involves no immediate loss of capital or income. Both large and small bequests enable the Institute to continue to provide cutting edge research that benefits all of us. There are several different types of bequests, and we would be happy to discuss various options with you and your attorney. Your estate will receive a charitable deduction, and the tax savings can reduce the ultimate cost to your heirs. 

Trusts 

Many people believe that trusts are for the wealthy. While trusts can be very beneficial to the wealthy, often those with limited assets establish trusts to preserve their capital and increase the earnings derived from it. You may establish a trust that will permit you to make a gift to the Institute (and receive a charitable deduction), while increasing your income. 

 

"We do not inherit the earth from our parents; we borrow it from our children." What is the legacy you will leave the earth?"
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Benefits

Your generosity is an essential ingredient to success both now and in the years to come. You don't need to be wealthy. By using tax-advantaged estate and financial planning techniques, even persons of modest means can become major donors and enjoy deep personal fulfillment as well as the special status, recognition and lifetime benefits. Through the Hubbs-SeaWorld Research Institute planned giving program, you can make a meaningful gift and retain use of the gift for your lifetime or the lifetime of your beneficiary. These options may help you to:Increase your income

  • Reduce your income taxes
  • Reduce your estate taxes
  • Reduce or avoid capital gains taxes
  • Pass assets to the family at a reduced cost
  • Greatly benefit the Institute
  • Designate the use of your gift by the Institute

Your gift can be designated to benefit a particular species or research effort, or reserved for support of the Institutes endowment funds, ongoing quality research or for a mutually agreed upon project. Gifts in any of these forms can also be made in honor of special loved ones.

We would be happy to discuss with you and your attorney the various types of trusts. As you can see, there are many ways of giving. Rest assured that no matter which method you select, you will have the personal satisfaction of knowing that you are strengthening the Institute and creating a legacy that will ensure you have "retuned to the sea some measure of the benefits derived from it". For further information regarding any of the above giving opportunities, please email [email protected] or call Eileen Sigler in California at 619-226-3881. All inquiries are held in strictest confidence.