Impact our future through planned giving

  • Touch the lives of others while creating a lasting legacy
  • Find peace of mind through a wide variety of tax benefits
  • Help the Surfrider Foundation to advance the protection of our ocean, waves and beaches for this and future generations.

Planned Giving

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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

Examples of Potential Supporters

  • Bequests
    Joe and Anna have been faithful supporters of of the Surfrider Foundation. of protecting the ocean, waves and beaches for the future.
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of the Surfrider Foundation. Recently, Joanne's children encouraged...
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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  • Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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