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Create Your Legacy

SUPPORT Ocean Conservancy

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Join other Ocean Conservancy supporters and plan your legacy. Giving Docs is safe, secure and free for life.

QUESTIONS? Ocean Conservancy’s gift planning specialists are always available to answer your inquiries. Please feel free to contact us by phone at 800-519-1541 or by email at oceanlegacy@oceanconservancy.org.

Rick Wells
Rick Wells
Director of Planned Giving
Yvonne Lee
Yvonne Lee
Associate Director of Planned Giving
Eric Rice
Eric Rice
Planned Giving Officer

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Features at a Glance

A full suite of estate planning tools legally binding in all 50 states and the District of Columbia.

*Revocable Living Trusts are only available for California residents currently

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Our Values Aligned

Many Ocean Conservancy supporters have chosen to advance the values that have been most important in their lives by providing a gift through their will. Regardless of the size of your gift, you can make an exceptional impact on the future health of our ocean and the wildlife and coastal communities that depend on it!

Traditionally, creating a will can be expensive and time-consuming. To solve this problem, Ocean Conservancy is pleased to offer our supporters free access to Giving Docs. Here you can easily create your will and other estate planning documents in just a few minutes. You are not required to leave a gift in order to create a will. This is our gift to you.

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Frequently Asked Questions

Your last will and testament is a formal document that specifies your wishes when you pass away. If you do not have a will, state law will determine how your belongings, children and pets are placed among your living family.

Giving Docs advises that a completed will is not legally binding until it has been signed and executed in accordance with the laws of your state of residence. Giving Docs will give you detailed instructions on how to do so in order to ensure that your will carries out your wishes. Giving Docs securely keeps your information in your profile so that you can quickly and easily update your will whenever you need to. The standard will document you create on the Giving Docs website incorporates typical estate planning needs. If you have a complicated estate with multiple properties and complex assets, or would like to discuss alternative planned giving vehicles, we recommend consulting an attorney and/or financial advisor.

This offer is free to you, compliments of Your Organization.

No. While Ocean Conservancy covers the cost of providing this service to our supporters, Giving Docs is an independent third-party platform, completely separate from Ocean Conservancy. Its services are provided without review from Ocean Conservancy, and Ocean Conservancy is not liable for its use. Giving Docs is not a law firm and does not provide legal advice. Your use of the platform is subject to Giving Docs' Terms of Service, which we encourage you to review.

Giving Docs states a will from Giving Docs is valid in all 50 states and the District of Columbia if it has been signed and executed in accordance with the laws of your state of residence. If you live outside of the U.S., you may use the Giving Docs process to outline your wishes in preparation for speaking with an attorney.

Yes. Giving Docs makes it easy to leave gifts to all of your favorite organizations. Giving Docs will prompt you to leave a percentage of your estate to your favorite charity, but you are not required to leave a gift in order to create a will through Giving Docs.

Yes, you can use Giving Docs to create a new will. Be sure to have it executed per the laws in your state.

Yes, Giving Docs offers the opportunity to leave a gift without altering your existing will through a codicil. You can access the codicil platform directly.

Ocean Conservancy does not share your personal information with Giving Docs. Giving Docs only receives the information that you provide to them, when you activate your Giving Docs account. Giving Docs' Terms of Service prohibits the sale or rental of user names or other personal information.

When creating your account with Giving Docs, you will be asked if you would like to share your contact information with any charities for which you leave a gift. If you choose to share your contact information, the charity will receive your contact information and note about your planned gift, as agreed upon. No other data will be shared with the charity. If you do not wish to share any information at all, you can choose to remain anonymous. If you choose to remain anonymous, the charity will not receive any identifying information.

It protects your gift intention. By letting the Ocean Conservancy know that you've left a gift, they can be good stewards of your gift and ensure that it will be used for the purpose you intend. In addition, the Ocean Conservancycan honor your thoughtfulness by welcoming you to the Ocean Legacy Society, a special group of supporters who have included a gift to the ocean in their will or estate plan. the Ocean Conservancy understands that your plans may change in the future, and notifying them does not obligate you to keep the gift in your estate plan.

When creating your account with Giving Docs, you will be asked if you would like to share your contact information with any charities for which you leave a gift. If you choose to share your contact information, the charity will receive your contact information and note about your planned gift, as agreed upon. No other data will be shared with the charity. If you do not wish to share any information at all, you can choose to remain anonymous. If you choose to remain anonymous, the charity will not receive any identifying information.

You are not required to leave a gift to Ocean Conservancy or any other organization in order to create a will. And any bequest provision you include is revocable. It can be changed at any time for any reason. Simply log back into your account to update your will, and follow the instructions for signatures and notarizations.

Ocean Conservancy provides a suite of tools and resources for our supporters in hopes that they will find them useful and helpful in their planning process.
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