Nest Egg Society
Leave your legacy through Planned Giving
More than 90% of the SOS revenue is generated through contributions from individuals and foundations. Without these donations, we would not be able to rehabilitate and release wild birds, and to give permanent haven and medical care to non-releasable resident birds.
Planned Giving
Planned giving can benefit you and your loved ones as well as injured wildlife for future generations. Planned gifts can have an impact now and after your lifetime, as many offer tax savings. Explore your options below. We're happy to help you every step of the way.
Planning Considerations
Accountability
Charity Navigator's four-star rating means Save Our Seabirds is more financially sound, accountable, and transparent than most conservation and protection groups. We rank in the top 5% of all charitable organization in the nation.
Legal Language
If you wish to name us in your will or estate plan, we should be named as the following:
Save Our Seabirds, Inc.
Tax ID: 59-3078536
Date of Incorporation: 1998
Contact Us
If you have questions about planned giving or would like more information, please leave a message and your contact info below.
You can contact us directly at: (941) 388-3010 or admin@saveourseabirds.org
There are many options for donors who want to leave a lasting legacy for the work of Save Our Seabirds. Planned giving comes in many forms, providing a range of potential benefits to donors and their families. Explore the gifting options below to see the different ways you can contribute to our mission while improving your financial tax situation, tax deductions, and long term capital gains deductions.
Gifts for the future
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Wills & TrustsList Item 1
Wills are important regardless of your age and wealth. Planning ahead can save your loved ones’ time in making decisions on your behalf. You can easily arrange a charitable bequest for SOS in your will or trust. The process is simple and can take as little as 15 minutes. Your request can be changed at any time and is realized only after your death.
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Life InsuranceList Item 2
Naming SOS as a beneficiary in your life insurance policy is a simple and meaningful way to leave a lasting legacy. If your policy is no longer needed, the remaining balance can be donated as a tax deductible gift. Benefits will be directed to SOS or a donor specified SOS program. The best part is that it is free from the Federal estate tax.
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Retirement PlansList Item 3
By naming SOS as a beneficiary in your IRA, 401K or other qualifying plan, the remaining benefits will be transferred to us tax-free. We work directly with donors or retirement planning professionals to make this a reality.
Gifts of Assets
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Appreciated SecuritiesList Item 1
Gift stocks, bonds, and mutual funds to SOS. Contribute to directly to our mission while avoiding capital gains tax on appreciated securities.
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CashList Item 2
Any way you would like. Send a check, wire funds, or make online donations to Save Our Seabirds. If you would like your contributions to be directed toward a specific project, please specify it at the time of donation.
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IRAsList Item 3
Donors 70 1/2 or older are able to make tax-free donations to SOS from both traditional and Roth IRAs. By naming us as a beneficiary in your IRA, after your death, remaining assets in your plan will pass to SOS untaxed.
Other Options
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Charitable Lead TrustsList Item 1
Reduce your gift and estate taxes by transferring assets to a trustee of your choosing, investing within the trust, making a set number of payments to SOS, and when the specified time period is over, the remaining principal is transferred to you or designated heirs.
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Donor-Advised FundsList Item 2
When you contribute cash, securities, or other assets to a donor-advised fund, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth, and you can recommend grants to any eligible IRS-qualified public charity.
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Testamentary GiftsList Item 3
Receive a charitable estate tax deduction by adding a testamentary gift to your will, benefiting both your heirs and SOS. Once your heirs income interest terminates, or other provisions are reached, your remaining balance is gifted to SOS.
