Contribute

Planned Giving

Donor Stories: Becky Cool

Legacy Circle member Becky Cool has a commitment to the Conservancy that is as deep as her sparkling eyes and smile. Not only is she a longtime supporter, but also an active member of the Conservancy’s fundraising committee. Becky’s initial attraction to our work was sparked in 2005 when she discovered that she could support the preservation of open space, while also dedicating a little piece of it to her beloved husband.

Tays Cool was a self-made man who built a highly successful fuel brokerage and delivery company. Becky’s own business savvy made them a perfect pair. Her recognition gift to him was a breathtaking stone bench lookout at Forrestal Nature Preserve, a testament to their mutual love of the spectacular Peninsula landscape. It is also wheelchair-accessible – Becky's wish – a special feature that separates the "Cool Overlook" from the others.

Becky loves the idea of leaving a legacy for future generations and her dedication and commitment to the Conservancy led her to name the organization as a beneficiary on her retirement plans, and strongly encourages others to do the same. She says. "I do not plan to use these retirement funds, and in my tax bracket a major portion would just fly out the door. To a charity with such great purpose, however, the benefit is 100 percent of the funds. It’s a smart move to make, if you are able to do it."

Becky Cool

Palos Verdes Peninsula butterflyConsidering a Planned Gift?

Make a planned gift to the Conservancy and give a gift to future generations. They too will be able to enjoy the beautiful natural lands that we cherish and enjoy today. For many people, a planned gift offers the opportunity to make a more substantial contribution than would be possible during one's lifetime. For those with retirement accounts, real estate, or other assets that have appreciated over time, it may not be possible or advisable to use these assets to make an outright contribution. These assets can be designated instead to a planned gift to maximize tax and other financial benefits.

A planned gift can, depending on your situation, provide you and your family with tax benefits or guaranteed income. We will work closely with you to discuss the planned giving options that best meet your needs and fulfill your philanthropic wishes.

Leaving a Bequest

A bequest is one of the most common types of planned gifts. Bequests may be in the form of:

  • cash: specific a dollar amount
  • real estate: residential or commercial buildings or undeveloped land
  • securities: stocks, bonds or mutual funds
  • percentage or residue of your estate
  • interest in a closely held or family business
  • books, artwork, or equipment
  • naming the Conservancy as a beneficiary of your IRA, 401k, life insurance policy and other retirement plans (or may be given outright)

It is strongly recommend that you involve your personal legal or financial advisor in the process. Should you choose to make the Conservancy a beneficiary of your estate plans, or already have, please let us know so we can ensure that your wishes are carried out at the appropriate time. All information will be kept confidential.

We suggest you specify that your bequest be used "in a manner determined by and at the discretion of the Board of Directors of the Palos Verdes Peninsula Land Conservancy." If you prefer to restrict your bequest to a particular program, we will work with you to ensure that your wishes are fulfilled.

If you would like to donate or have any other questions, please contact Susan Wilcox, Development Director, at (310) 541-7613, ext. 202, or swilcox@pvplc.org.