Matching Gifts Program
Join us today to double your impact! Thanks to the generosity and leadership of the Morgan Family Foundation and the Emmett Family Foundation, your gift can now go twice as far to build a sustainable water future for California.
$50,000 Emmett Family Foundation New Donor and Increased Impact Program
All new and increased gifts under $10,000 will be matched up to $50,000.
$100,000 Morgan Family Foundation Leadership Matching Program
All new gifts of $10,000 or more and all gifts increased by $10,000 or more will be matched up to $100,000.
Legacy Gifts
How Will You Be Remembered?
What is the story of your legacy? What lasting impact do you want to leave? Make it one of a California with its natural and working lands in a thriving balance.
Uniting People to Help California Thrive Today and for Future Generations
Sustainable Conservation cultivates California’s most important resource – common ground. Every day, we bring together business, landowners, and government to protect our air, land, and water in ways that make economic sense. With your legacy gift, this uncommon strength will continue to benefit California’s natural and working lands today and for generations to come.
Questions? Contact Jan Merryweather at 650-464-8203.
Easy Steps to Creating a Lasting Impact:
Gifts that Cost You Nothing Now
You can provide for your loved ones and express your affirmation of Sustainable Conservation’s work of uniting people to protect California’s natural resources with gifts through your will or living trust. These gifts are revocable, so you can change your mind later if your needs or priorities change. You have a choice of what works best for you, including:
Specific Bequest: You can designate a bequest of a specific amount or specific asset to Sustainable Conservation.
Residual Bequest: You can specify that Sustainable Conservation will receive what is left in your estate after bequests to others and costs are fulfilled.
Contingent Bequest: Your bequest can be contingent on your having outlived another beneficiary.
The wording and information you need to include Sustainable Conservation in your will or living trust is simple, as in this sample bequest language:
“I hereby give (a percentage, residual portion, share or specific amount or asset) to Sustainable Conservation, 98 Battery Street, Suite 302, San Francisco CA 94111. Sustainable Conservation’s Federal tax ID#: 94-3232437.”
This information illustrates options and is provided for your consideration and is not intended as legal, accounting or other professional advice. For assistance in charitable planning, please consult an attorney for legal advice.
Gifts by Beneficiary Designation:
An easy way to ensure that Sustainable Conservation continues to find environmental solutions that make economic sense is to make a gift of retirement assets. It’s as simple as requesting and signing beneficiary forms from your plan administrator.
You will continue to earn income from these funds through your lifetime. You may wish to provide for your family through your will and make charitable gifts with the residual funds in retirement accounts because of the potential tax savings for your heirs.
Other ways to make a legacy gift through beneficiary designations include:
- Life Insurance Plans
- Remaining Assets in Donor-Advised Funds
- Certificates of Deposit, Bank and Brokerage Accounts, Savings Bonds
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Employer Matching Gifts
Contact your employer’s matching gift program for details on how to request a match. Most often, you will start by making your own gift and then send your company’s matching gift form to Sustainable Conservation to verify your gift. Some programs use payroll deductions for making contributions. Having your company match is a great way to increase the impact of your donation!
Gifts of Stock
Using shares of appreciated stock to make your contribution can be a tax-smart way to give. When you transfer shares, you are entitled to claim the full fair market value as a charitable gift (up to 30% of your AGI) if you have owned the stock for more than one year. In addition, by transferring directly (rather than selling the stock and making a cash gift), you avoid paying long-term capital gains tax on the increased value.
If you would like to donate shares to Sustainable Conservation, please request that your broker transfer shares to Charles Schwab, DTC # 0164 – Sustainable Conservation account #7179-9252. Please advise your broker to add your name to the transaction confirmation. To ensure that your gift is properly credited to you, please contact Jan Merryweather, [email protected], or at 650-464-8203, to advise of the stock type and amount.
Donor-Advised Funds
You can make a gift to Sustainable Conservation through your Donor Advised Fund (DAF).
DAFs can be easily set up through a community foundation or your financial institution to serve as a flexible charitable giving vehicle. Please contact your local community foundation or financial advisor for specific advice about how to establish a DAF.
If you already have a DAF through an organization that participates in DAF Direct, you can make a grant recommendation using the form. Please contact your DAF directly if your fund is not listed.
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Foundation Grants
Foundations comprise the majority of our institutional donor base. Our generous foundation donors make grants that enable our consistent, sustainable programmatic growth through their keen awareness of community needs, meaningful organizational goals, and high standards of accountability.
To learn more about our current goals and initiatives, contact Nathan Hart (Grants Manager) at [email protected] or at (415) 977-0380 x334.
We are proud to acknowledge grants of $5,000 or more received from the following foundations in 2017 and 2018.
2017 Founder Circle
Gifts of $100,000 or more
- Anonymous
- The Battery Foundation
- S.D. Bechtel, Jr. Foundation
- Bonneville Environmental Foundation
- Morgan Family Foundation
- Roy and Patricia Disney Family Foundation
- Water Foundation
- Windward Fund
2018 Founder Circle
Gifts of $100,000 or more
- Anonymous
- S.D. Bechtel, Jr. Foundation
- California State Coastal Conservancy
- Roy and Patricia Disney Family Foundation
- Morgan Family Foundation
- The Land-Sea Connection Program of Resources Legacy Fund
- Water Foundation
2017 Visionary Circle
Gifts between $50,000 and $99,999
- Anonymous
- Clarence E. Heller Charitable Foundation
- The Land-Sea Connection Program of Resources Legacy Fund
- Sand Hill Foundation
- The Rose Hills Foundation
2018 Visionary Circle
Gifts between $50,000 and $99,999
- The Annenberg Foundation
- Bonneville Environmental Foundation
- Clarence E. Heller Charitable Foundation
2017 Innovator Circle
Gifts between $25,000 and $49,999
- Anonymous
- The Seaver Instititue
2018 Innovator Circle
Gifts between $25,000 and $49,999
- Anonymous (2)
- Joseph & Vera Long Foundation
- Northern California Water Association
- Flora L. Thornton Foundation
2017 Entrepreneur Circle
Gifts between $10,000 and $24,999
- Fred Gellert Family Foundation
- Flora L. Thornton Foundation
2018 Entrepreneur Circle
Gifts between $10,000 and $24,999
- The Mary A. Crocker Trust
- Gordon & Betty Moore Foundation
Corporate Gifts
From underwriting organizational events and employee matching gift programs to on-the-ground programmatic support, our corporate funders partner with Sustainable Conservation to steward our natural resources in ways that make economic sense while advancing their global sustainability initiatives.
To learn more about our current goals and initiatives, contact Nathan Hart (Grants Manager) at [email protected] or at (415) 977-0380 x334.
We are proud to acknowledge grants of $5,000 or more received from the following corporate partners in 2017 and 2018.
2019 Visionary Circle
Gifts between $50,000 and $99,999
- Nestle USA
2018 Founder Circle
Gifts of $100,000 or more
- General Mills
2017 Visionary Circle
Gifts between $50,000 and $99,999
- Bank of America Charitable Foundation
2018 Visionary Circle
Gifts between $50,000 and $99,999
- Coca-Cola Foundation
- Bank of America Charitable Foundation
2017 Innovator Circle
Gifts between $25,000 and $49,999
- The Capital Group Companies Charitable Foundation
2018 Innovator Circle
Gifts between $25,000 and $49,999
- The Capital Group Companies Charitable Foundation
2018 Entrepreneur Circle
Gifts between $10,000 and $24,999
- Chevron Corporation
- Pacific Gas and Electric Company
2017 Partner Circle
Gifts between $5,000 and $9,999
- Latham & Watkins, LLP
- Pacific Gas & Electric Company