There are many ways to make a planned gift to Puget Soundkeeper that will ensure the continued stability of our commitment to protecting and preserving the waters of Puget Sound for future generations.
Some popular options follow, and be sure to consult your legal and financial advisors regarding the applicability of the information below to your situation. If you wish to share your decision to leave a legacy gift with Puget Soundkeeper, please contact our Development Director, Teresa Nelson, who will be happy to meet with you or your financial consultant in person.
Gifts in Wills
You may specify a specific dollar amount or property, a percentage of your estate, or the residual after other designations are fulfilled. We would be happy to provide you with simple bequest language that in no way obligates you to make a bequest to Puget Soundkeeper.
Our Fact Sheet includes examples of language you can use when planning your estate with your family and financial planning professionals.
Beneficiary Designation
You can name Puget Soundkeeper as a designated beneficiary of many different assets — IRAs; 401(k), 403(b), or other qualified retirement plan; life insurance policy; commercial annuity contract; bank account; or brokerage account.
Charitable Remainder Trust
A charitable remainder trust pays you and/or your loved one an income stream for life or a specified number of years. Upon the trust’s termination, Puget Soundkeeper receives the remaining assets held by the trust.
Charitable Lead Trust
A charitable lead trust makes payments to Puget Soundkeeper for your lifetime or a specified number of years. At the end of the trust term, the remaining assets are either returned to you or distributed to your heirs.
Outright Gifts of Other Assets
Puget Soundkeeper supporters may contribute not only cash and securities, but also, in some cases, real estate, savings bonds and commercial annuities. Please contact our development staff to discuss your possible gifts.
What Gift is Right for You?
Puget Soundkeeper encourages you to speak with your attorney or financial planner before deciding on a course of action.
