The Tern Society - Planned Gifts to PRBO
There are many ways to help PRBO conserve birds, other wildlife and their ecosystems. Becoming a member of the Tern Society and remembering PRBO in your estate plan is a wonderful choice! Planned gifts to PRBO ensure the continued success of long-term projects across the organization and provide critical support to current programs.
The creation of an estate plan ensures that your personal, financial and philanthropic goals continue to be met after your lifetime. By including PRBO if your estate plan, you can have the satisfaction of knowing that you are making a lasting difference for conservation in California and throughout the West.
If you have named PRBO in your estate plan, we hope you will share this with us. We would be honored to welcome you to our Tern Society and would love the opportunity to express our gratitude.
Membership in the Tern Society is open to anyone who has made a planned gift through a will, estate plan, life-income or other deferred gift to PRBO. It is our way of recognizing such a thoughtful and lasting gift.
Tern Society benefits include:
- Invitations to exclusive trips and other PRBO special events
- Quarterly updates from PRBO’s Executive Director
- The knowledge that you are making a lasting difference for conservation in California and throughout the West
To preserve PRBO’s future, Planned gifts to PRBO are designated to our Endowment Fund, unless a donor requests their gift be used for a specific project or purpose. The goal of PRBO’s Endowment Fund is to provide a growing stream of income to support our mission to conserve birds, other wildlife and ecosystems through innovative scientific research and outreach. Gifts contributed to the endowment are invested in a way that preserves principal, encourages long-term growth, and provides yearly income to PRBO.
If you choose to include PRBO in your will or estate plan, our organization should be named as follows:
PRBO Conservation Science, a nonprofit corporation, organized and existing under the laws of California, and with principal business address of 3820 Cypress Drive # 11, Petaluma, CA 94954. (Our tax identification code is 94-1594250.)
We welcome the opportunity to talk with you about how to include PRBO in your will or estate plan. If you would like more information about including PRBO in your bequest, or other ways in which you can benefit PRBO in perpetuity, please contact Nancy Gamble at (707) 781-2555, extension 324.
You can also make your gift in the form of a stock transfer.
The following information is useful for a stock transfer to PRBO's Charles Schwab & Company or Morgan Stanley Dean Witter accounts:
Charles Schwab & Co., Inc.
101 Montgomery Street
San Francisco, CA
Phone 415.627.7000
Fax 415.667.2346
Account name: Point Reyes Bird Observatory
Account number: 1820-6448
DCT#: 164, code 40
Tax ID #: 94-1594250
Morgan Stanley Smith Barney
1101 Fifth Ave.
San Rafael, CA 94901
Attn: Catheryne DiPrete, CFP
Phone 415-482-1505
Fax 415.451-1401
Account name: Point Reyes Bird Observatory
Account#: 172-069-405-091
DTC# 0015
PRBO Tax ID#: 94-1594250
What People Are Saying About PRBO:
"PRBO is a major force for ornithology and conservation [in the West]."
–Frank Gill, Ph.D., Science Director, National Audubon Society
“With PRBO as a scientific partner [in California], we are advancing a model for conservation that could well be employed throughout North America.”
–-Steve McCormick, President, The Nature Conservancy
“The USFWS could not manage and protect the Refuge’s significant natural resources… without PRBO as a partner.”
–Joelle Buffa, Manager, Farallon National Wildlife Refuge, U.S. Fish & Wildlife Service
“The Dean Witter Foundation's grants to support PRBO's education and outreach initiatives have been a wonderful investment to nurture the next generation of environmental stewards.”
--Ken Blum, Consultant, The Dean Witter Foundation
“[PRBO’s] leadership and pioneering research are critically important to conserving the food webs and ecosystems of the California Current System.”
-- Don Croll, PhD, Center for Ocean Health, UC Santa Cruz
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