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Impact our future through Planned Giving

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Support the Important Work of CEC with a Legacy Gift

Welcome!

Thank you for your interest in learning about the many benefits of building a long term legacy by designating a charitable gift to CEC in your estate plan.

Born from the traumatic experience of the 1969 Santa Barbara oil spill, CEC is dedicated to maintaining a healthy environment and preserving a livable world for future generations. For five decades, CEC has created, promoted, and implemented effective solutions to environmental challenges, particularly the existential threat of climate change. CEC is a community-based and community-focused organization that provides regional and state-wide leadership.

Through a gift in your estate plan, you can join the visionary founders of CEC in supporting this extraordinary organization by establishing a long term legacy for the benefit of future generations. Some types of estate gifts also provide tangible tax benefits to donors during their lifetime.

We hope you will enjoy exploring the information provided in this web site. If you have any questions about how to make an estate gift or the best way for you to benefit though a planned gift, please call CEC's Legacy Giving Consultant, Karl Hutterer, at (805) 453-8162 or email khutterer@cecmail.org. He will be happy to provide additional information with no obligation.

  • Help us preserve a livable world for our grandchildren and create a lasting legacy.
  • Find peace of mind through a wide variety of tax benefits
  • Help the Community Environmental Council to continue its critical work of finding solutions to environmental challenges.
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Help Deferred Gift Annuity
One Life Two Lives
Click the appropriate button for a One-Life or Two-Life presentation. Selecting One Life will cause the Second Person and the associated name and age fields to be hidden from view for that run.
Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.
You may enter the age of the person instead of the birth date. However, if the birth date is known, click on the calendar icon and choose your birth date. Since ages are to be rounded up if the gift date is within 6 months of the next birth date, entering the birth date is the most accurate method.
Enter the date of the first payment to be made on this annuity.
10% 12% 22% 24% 32% 35% 37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
Monthly Quarterly Semiannual Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
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