Planned Giving

Planned Giving

Ensure the future of California’s environment with a planned gift!

By including PCL in your estate plan, you provide enduring support and an important source of future financial security to an organization with a history of devotion to protecting the environment.

Planned giving requires not only forethought, but also consultation with your tax advisor and/or attorney. In order to know if a planned gift is right for you, your family and your financial future there are several questions you should ask yourself.

  • What are my goals?
  • How can I achieve my goals?
  • Is there a charitable organization that my goals align with?
  • Do I make this gift while I am alive or include it in my estate planning?

Depending on the type of gift, some can be given during your lifetime and others through your estate.

Once you’ve gone through this process, your outline can serve as a road map to your planned gift. If you decide that your goals align with the work of the Planning and Conservation League, and we hope they do, you may want to consider a few planned giving options:

  • Bequests
  • Gift Annuity
  • Gifts of Stock
  • Charitable Remainder Unitrust
  • Charitable Lead Trust
  • Totten Trust
  • Life Insurance 

Read our Planned Giving Brochure on these planned giving opportunities or please contact our staff.

Testimony

Jake Sigg, a loyal supporter of PCL for more than two decades, has been a leader in the California Native Plant Society, and a force for protection of the environment in California, especially in San Francisco. Recently, we asked him to consider including PCL in his will. He had this to say:
The Planning and Conservation League has done great work protecting our environment. I was delighted by the opportunity to leave proceeds from my estate to an organization to which I have long felt affection and gratitude, as it represents some of my deepest values. And, it was very easy. I simply filled out a short form, provided by PCL, and sent it in. If you are thinking about estate planning, consider including the Planning and Conservation League.Jake Sigg

Charitable Bequest from Scott Fleming Estate

The Planning and Conservation League (PCL) is pleased to announce a generous bequest to our organization from the Estate of Scott Fleming. We would like to thank the Fleming family for this generous donation which is especially critical in these challenging economic times.

Mr. Fleming, an ardent conservationist, was involved in founding both the Planning and Conservation League and California Native Plant Society. He and his wife Jenny always enjoyed the outdoors; the two cultivated a backyard botanical garden containing many rare native species at their home in North Berkeley. Scott’s passions also included white-water kayaking, hiking and camping.

A true ‘renaissance man’, Mr. Fleming served as an officer in World War II and received a law degree from Boalt Hall at UC Berkeley before helping form the Kaiser-Permanente Health Program during the 1940s in his quest to ensure accessible and affordable health care for all. Scott, who was born in 1923 and passed away on July 7 of last year, is survived by his daughters India and Hillary. PCL cannot express how appreciative we are of this bequest, and for everything Mr. Fleming and his family have done for PCL and for California’s natural resources through the years.

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