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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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A Bequest to Save Taxes

A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.

Thomas told his attorney that he wished to leave a bequest to us as part of his estate plan. Thomas's estate included some stocks, real estate and an IRA. Thomas's attorney recommended that he give the appreciated stock and real estate to his children and leave his IRA to charity.

Thomas: My attorney told me that if I gave the stock and real estate to my children, these assets would receive a step up in basis at my death. My children could then sell them without paying tax. However, if I gave my children my IRA, the IRA would be subject to estate and income tax. After paying all of these taxes, very little would be left for my family. By giving the IRA to this organization, I could make a nice gift and avoid any additional tax for my estate and children.

Thomas contacted his IRA custodian to obtain a beneficiary designation form. He filled out the form and designated our organization as the 100% recipient of his IRA account. Thomas's attorney then specified in Thomas's will the bequest of his other assets to his children.

Thomas: I was so impressed with my attorney's advice that I named him executor of my will!

Thomas called and notified us of his bequest. He was pleased that because our organization was a tax exempt institution, it would receive the full amount of the IRA value when he passed away, creating a legacy for the future.

Is a bequest right for you?


It is easy and convenient to include a bequest in your will or living trust. This link includes sample bequest language that can very easily be included in your will.

You might find it helpful to print this page and the bequest language to give this information to your attorney. If you or your attorney have any questions, please contact us.

*Please note: The name 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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