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.
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-Sea World 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 solutions@hswri.org or call Chris Larkin in California at 619-226-3881. All inquiries are held in strictest confidence.
