Leave a Lasting Legacy at Crystal Cove

When you make a planned gift to Crystal Cove Conservancy, you join a special community of visionaries dedicated to protecting the natural beauty and educational mission of The Conservancy for generations to come. As a legacy donor, you will become a lifelong member of our Cove Legacy Circle, a distinguished group of supporters committed to preserving this extraordinary place.
One of the most common and meaningful ways to leave a legacy is by including Crystal Cove Conservancy in your will or living trust.
A planned gift to Crystal Cove Conservancy helps safeguard the park’s natural landscapes, protected open space, and outdoor learning opportunities while ensuring they remain open and welcoming to all, including those who might not otherwise have access.
Your legacy will also help safeguard the cultural history of the park from the iconic historic cottages to the stories of those who lived, worked, and found inspiration here, keeping these treasures alive for generations to come.
Ways to Support Crystal Cove Conservancy
Wills & Trusts
Including Crystal Cove Conservancy in your will or living trust, you can make a lasting impact during your lifetime. You have the option to leave a specific amount, a percentage of your estate, or the remaining balance after other beneficiaries have received their distributions
Retirement Assets
An alternative to a bequest gift is to designate Crystal Cove Conservancy as the beneficiary of your retirement assets. Financial accounts including 401K’s and IRA’s can be gifted directly to Crystal Cove Conservancy. Additional tax benefits are possible through making direct donations through retirement accounts. Consult your tax advisor for more information
Life Insurance
As circumstances change, legacy gifts can take many forms beyond traditional bequests and sometimes the most meaningful impact comes from assets you may not have considered. Life insurance can be a powerful way to support Crystal Cove Conservancy. By naming The Conservancy as a beneficiary of your policy or even transferring ownership, you may be able to amplify your impact using an asset that might otherwise go unused and may have tax benefits along the way.
Investment Accounts
You can direct your investment company to transfer to Crystal Cove Conservancy some or all investments held in your account. Please check with your broker or agent to find out more about the process of doing this.
Notify Us
If you’ve already included Crystal Cove Conservancy in your giving plan, please let us know so we can thank you for your generous commitment.
For more information on how to invest in the future of Crystal Cove Conservancy, please contact cindy@crystalcove.org or 949-376.6200 (ext. 204) to learn about your options.