Conservation Donations

Planned Giving

Planned giving allows an individual to make a powerful investment in maintaining the historic open space around Cayucos. Sound estate planning allows for several ways to continue to support CLC's mission after you are gone:
  • A simple bequest, naming the Cayucos Land Conservancy in your will or trust.
  • A charitable gift annuity, receiving a specified amount of income during your lifetime and afterwards having the remainder generate income for CLC.
  • A charitable remainder trust, receiving a percentage of trust assets during your lifetime and having the corpus transferred to CLC after your death.
  • A remainder interest, deeding real property to CLC but reserving a life estate that allows you the use and enjoyment of the property until your death.
  • A life insurance policy naming CLC beneficiary.
  • A retirement plan such as an IRA naming CLC as primary or successor beneficiary.
If you decide to include CLC in your estate plan, we hope you will contact us. We can talk with you about your gift to be sure we honor your wishes.

Stock Gifts

Gifts of long-term appreciated stock, bonds and mutual fund shares are an easy way to make a contribution to Cayucos Land Conservancy. Benefits include:

  • Income Tax Savings - For securities you have owned for more than one year, you can take an income tax deduction for the full market value, up to 30 percent of your adjusted gross income. The excess can be carried forward for up to 5 years.

  • Capital Gain Tax Savings - Avoid capital gain taxes you would have incurred if you had sold the stock or mutual fund shares.

  • Support - Provide very important support to The Cayucos Land Conservancy

If you are considering making a gift of stock please contact us so we can work together to make the necessary arrangements

Lot Donations

One element of CLC's mission is to acquire from willing owners the paper lots in the antiquated subdivisions above Cayucos. We can do this in two ways.

First, since CLC is a 501©3 non-profit, a donation is usually tax deductable. The actual tax benefit depends on the owner's tax situation and we strongly encourage them to contact their tax advisors. CLC can't and won't give specific tax advice. It is accurate to say that a prospective donor can usually take a deduction for the "fair market value" (FMV) of the parcel. The donor is responsible for determining the FMV, CLC cannot do that.

Second, if an owner is not in a position to donate, another option is a bargain sale, the difference between the sale price and fair market value could be tax deductible.

Please contact CLC if you would like to discuss a donation or a bargain sale.