2. DONATE STOCKS AND OTHER SECURITIES

Consult your financial advisor and CPA to learn about the advantages of donating securities. Below are some options: you can donate appreciated securities, establish a donor-advised fund, or set up a charitable remainder trust. When you’re ready, contact us at oceanecologynetwork@gmail.com, for details.

• Donate Stock Directly

By donating stock directly to Ocean Ecology Network, you can eliminate capital gains tax and receive a tax deduction for the full market value of the stock.

• Donor-Advised Fund (DAF)

Consider setting up a Donor-Advised Fund (DAF) at a brokerage firm. With a DAF, you can donate appreciated assets and receive a tax deduction in the year of the gift. You can then distribute funds to the Ocean Ecology Network over time, making it an ideal option for contributing over several years.

• Charitable Remainder Trust (CRT) or a Charitable Lead Trust (CLT)

Consider establishing these kinds of trusts with your estate planning attorney. These trusts allow you to make a donation while simultaneously receiving income from your investment. You can receive a tax deduction now and make a meaningful gift to the Ocean Ecology Network later.

• Qualified Charitable Distribution (QCD)

If you’re aged 70.5 or older, you can make a tax-efficient donation directly from your IRA to Ocean Ecology Network without affecting your adjusted gross income. Consult your CPA.

3. LEAVE A GIFT TO OCEAN ECOLOGY NETWORK IN YOUR WILL

Writing or updating your Will is simpler than you think and a powerful way to make a lasting impact. After providing for your loved ones, leaving just 1% of your estate to Ocean Ecology Network can create ripples of change that reach many shores, supporting vital environmental projects—while ensuring 99% goes to those who matter most to you. A small step today can create a lasting legacy for our planet.

Please contact us at oceanecologynetwork@gmail.com if you would like to find out more about remembering Ocean Ecology Network in your Will.