Stock & Estate Giving

There are several additional ways to support Pacific Whale Foundation and our mission to protect the ocean through science and advocacy. We invite you to choose the method of giving that works best for you.

TRANSFERRING APPRECIATED ASSETS

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds or exchange traded funds as a way to positively impact Pacific Whale Foundation while maximizing potential tax benefits by redirecting taxes associated with capital gains.

If you would like to transfer your appreciated assets, you can:

PLANNED GIVING

One of the most powerful ways to support Pacific Whale Foundation is by creating a bequest in your will or Revocable Living Trust. It is a gift that costs nothing today, but ensures that Pacific Whale Foundation’s work to inspire environmental stewardship can continue for generations to come.

To begin your legacy today, Pacific Whale Foundation invites you to use FreeWill, a free online tool that guides you through the process of creating your will in just 20 minutes. It is free, no matter what, and can be used with an attorney to finalize your estate plans.

Start your legacy using FreeWill today.

If you have already included a gift to Pacific Whale Foundation in your will, please fill out this form to let us know about your intentions. 

BENEFICIARY DESIGNATIONS

For additional assets not covered in your will, including (but not limited to): 401ks, IRAs, Life Insurance Policies, and Bank Accounts, you must designate a beneficiary. If you would like to name Pacific Whale Foundation as your beneficiary, you can use this online tool to help organize your accounts and name beneficiaries.

Hawaii Visitor Update

Aloha, We Are Open!  Our PacWhale Eco-Adventures are open for booking as we welcome visitors back to Maui.  Quarantine restrictions were lifted on Oct. 15th for those following the state’s pre-arrival COVID-19 testing requirements.

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