Leave a Legacy for O’Neill Sea Odyssey

 

To inquire about including OSO in your estate plan please fill out the form below and hit send:

 

LEAVE A LEGACY FOR YOUTH & THE OCEAN

Have you considered leaving a legacy by naming OSO’s permanent fund at the Community Foundation for Santa Cruz County in your estate plan? You can leave a legacy and receive some financial benefits.  Those options include: a beneficiary designation in your retirement account, gifts from a will of living trust, an annuity that will provide you with lifetime income, gifts of real estate, or charitable lead trusts.

OSO provides a vital service by giving the next generation the skills and tools needed to protect our ocean from multiple threats, while meeting their scholastic goals. Yet, schools have come to depend not only on our free, ocean-going field program, but also on the curriculum at our virtual learning center at www.oneillseaodyssey.org. Teachers, especially from lower-income schools, use OSO curriculum to meet mandated education standards using ocean concepts, something not usually found in textbooks. For more information, please contact Dan Haifley at (831) 465-9390 or at dhaifley@oneillseaodyssey.org.

 

ENROLLMENT FORM

 I have named OSO in my estate plan (we will contact you relative to recognition)
 I would like to talk to someone about a gift to OSO in my estate plan
 I wish to learn more about the OSO/Community Foundation’s gift annuity program
 I would like the recommended language for including OSO in my estate plan

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