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Current Weather: Fair, 64.0°F

LEGACY SOCIETY & PLANNED GIVING
 
The Catalina Island Conservancy's Legacy Society provides
the opportunity for you to make a legacy gift.

By sharing your love of the Island and remembering the Conservancy in your estate plans, you help protect the Island’s 76 square miles of rugged mountain peaks, sweeping valleys, pristine coastlines, rocky hillsides, and oak-covered plateaus. In this way you will leave an enduring legacy of wild nature for your children and future generations to enjoy.

A growing number of our members have made a vital commitment to the Island by naming the Conservancy as a beneficiary or recipient of their planning. When you inform us that you have done this, we will be honored to welcome you to our Legacy Society. Our Legacy Society is composed of core supporters with a vision for the future of Catalina Island. We hope you will consider joining them. 

Gift, estate, and legacy planning is an extraordinarily flexible and simple way to meet your philanthropic goals. Whatever your stage in life, your financial circumstances and your charitable goals, your financial advisor can put together all of the necessary financial and tax-related paperwork, and show you how you can make a gift that benefits you and your loved ones, as well as the Catalina Island you care about. The Conservancy will work with your advisor to develop the best plan for you.

Try our great Gift IllustratorIt allows you to better understand how and when to support us through a planned gift.  You can choose various stages of life and experiment with gift details such as type of gifts and gift amounts.  You can compare results, print calculations or share the link with family or a financial advisor.  It's simple and interesting. It won't take the place of your financial advisor but it will help you understand what he or she says!   Give it a try.

Have your advisor call 562.437.8555. 



We love Catalina. We are very impressed with what the Conservancy has done to return the Island back to its natural state."

- Roger and Judith Wilson

As owners of Travel by J&R, Legacy Society members Roger and Judith Wilson of Marina del Rey have traveled to 64 countries on five continents and have taken more than 14 cruises. However, after having been around the world, when it came down to making a legacy commitment, it was to the Catalina Island Conservancy.

"The pleasure and the connections we have had in Catalina dates back to the 1960s" said Roger, who is Past Commodore of the California Yacht Club.

The Wilsons have placed no stipulations on how their resources will be used. Said Roger, "We both believe that the Conservancy will know the right way to allocate the money when the time comes."


 

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