This series of documents, which can be shared in person or sent by mail or electronically, serves as a step-by-step guide to creating an estate plan and making a planned gift to the Ocean Conservancy. The organization provides these materials to donors who have expressed an interest in making a planned gift.
The packet has six parts, beginning with a quiz that encourages donors to consider their estate plans and ending with a worksheet that helps donors evaluate their assets before meeting with a financial adviser.
We’re sorry. Something went wrong.
We are unable to fully display the content of this page.
The most likely cause of this is a content blocker on your computer or network. Please make sure your computer, VPN, or network allows javascript and allows content to be delivered from v144.philanthropy.com and chronicle.blueconic.net.
Once javascript and access to those URLs are allowed, please refresh this page. You may then be asked to log in, create an account if you don't already have one, or subscribe.
If you continue to experience issues, contact us at 202-466-1032 or help@chronicle.com