Smart Giving with San Elijo Lagoon Conservancy



We thank our Legacy Circle members for your dedication to conserving biodiversity
and for your strategic foresight in caring for our natural future.

San Elijo Lagoon Conservancy is a Southern California nonprofit land trust for the 1,000-acre
San Elijo Lagoon Ecological Reserve.


Tax ID # 33-0358660

New: 2018 Tax Changes
Helpful information provided by Matt Adams, CPA | Board Vice President

We value you as a dedicated member of our Legacy Circle. The Legacy Circle is comprised of forward-thinking individuals, like you, who have opted to make your core values known through one of the many different types of planned gifts.

You are endowing the protection of sensitve, threatened and endangered species at San Elijo Lagoon. Acres of land are being saved and enhanced. Future generations of environmental stewards are nurtured now, and always, all because you are naming San Elijo Lagoon Conservancy as a beneficiary in your estate plans or by making a life-income gift.

Legacy Circle members receive invitations to special events as well as the opportunity to receive formal acknowledgment in our annual listing of benefactors. Most people become members of our Legacy Circle simply by letting us know that you have remembered San Elijo Lagoon Conservancy in your will or living trust. You are eligible for complimentary membership in Legacy Circle if you include and designate the Conservancy in:

  • Your will or living trust
  • As a beneficiary of your retirement plan
  • Your IRA to give a tax-free gift with a charitable IRA rollover
  • A charitable gift annuity
  • As a beneficiary of your life insurance policy
  • As a beneficiary of a charitable remainder trust
  • Making a promised gift of property

There are no dues or fees associated with membership. Simply let us know by visiting our Bequests Site for our Donor Disclosure Form, Gift Acceptance Policy and Declaration of Intent.

     
Endowments are held with: