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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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Flexible Deferred Gift Annuity

Flexible Deferred Gift Annuity
Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.

Luis and his spouse, Maria, sold a vacation home earlier this year and are looking for a way to offset the capital gains tax owed from the sale. Luis enjoys the challenge and responsibility of his job and is not quite ready to retire. But, he is looking at planning options for retirement.

Maria: We needed a charitable deduction to avoid paying the taxes we owed from the sale of our second home. While Luis invested his energies at work, I spent years volunteering with our favorite charity and wanted to find a way to make a special gift to help further its work this year.

Luis: Maria and I were both in good health, and I still enjoyed working. We were living comfortably on my current salary but were looking for ways to plan for retirement. I wasn't quite certain when I would retire, so we wanted to find an option that would let me be flexible with my retirement date.

Maria: A gift planner from our favorite charity told us that a flexible deferred gift annuity would help us meet our goals. Instead of selling our appreciated stock and paying high capital gains tax, we could give it to them and receive an immediate charitable tax deduction to offset our current tax bill. The flexible deferred gift annuity would permit us to elect to begin taking payments for life when Luis was ready to retire.

Luis: We decided to set up the flexible deferred gift annuity. We received a charitable tax deduction in the year that the gift was made and experienced immediate tax savings. When I am ready to retire, we will contact our favorite charity to begin payments, giving me the flexibility to continue working as long as I would like. In addition, the flexible deferred gift annuity makes it possible for us to receive a large portion of each payment tax-free, and this is an attractive benefit!

Is a flexible deferred gift annuity right for you?


If you are interested in a charitable gift annuity but don't have a present need for the annuity payout, a flexible deferred annuity could be the right gift for you. You decide when you want to begin receiving the annuity payout. The longer you defer the payments, the higher the payout.

Contact us if you would like to learn more about flexible deferred annuities and how this gift could help you.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.


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