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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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Current Gifts

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. Last year, Jim and Sharon made an addition to their list and began including their favorite charity.

Sharon: Years ago, I inherited stock from my grandmother. Earlier this year, we decided to sell some of the stock. After we sold the stock, our CPA told us we would need to pay capital gains of nearly $120,000 from the sale.

Jim: That came as kind of a shock. Our CPA started to talk about ways we could offset the capital gains tax bill. We told him we were planning on making charitable gifts. Our CPA advised us that if we gave some of the remaining stock before the end of the year, we could receive a charitable deduction that would help offset the capital gains tax on the stock we sold.

Sharon: We contacted our favorite charity to discuss the best way to make a gift of stock. The gift planner explained the process and provided us with instructions that allowed our broker to directly transfer stock from our account to the charity's brokerage account.

Jim: That is what we decided to do. By transferring $80,000 in stock outright to charity, we received two benefits. First, we avoided a large capital gains tax on that stock, and second, we received a charitable deduction. The deduction even offset all of the capital gains from the stock sale. We are very pleased with the double benefits of our gift. And, we're delighted that we've been able to make a nice charitable contribution.

Is a current gift right for you?


Making year-end charitable gifts, especially with highly appreciated property such as real estate and stocks, can be an excellent strategy to reduce your tax bill.

Please contact us if you think you have assets that would make a nice gift to charity. We would be happy to work with you to structure a gift that meets your needs.

*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 benefits may be different, you may want to click here to view a color example of your benefits.


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