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Fast Fact

Much like bears, plankton in northern regions “hibernate” during the winter, but very little is known about that part of their life cycle: winter storms make northern oceans very dangerous places to visit, and most plankton move away from the surface, a half mile down or more. In order to learn more about what kind of conditions are experienced by overwintering plankton, PWSSC researcher Rob Campbell has used data from the international Argo project (www.argo.ucsd.edu), a global array of robot drifters that make regular measurements which are then broadcast by satellite. Data from the drifters has showed that plankton can drift considerable distances during the winter, and that the environmental conditions they experience can be much more variable than previously thought.

Campbell, R.W. In press. Overwintering habitat of Calanus finmarchicus in the North Atlantic inferred from autonomous profiling floats. Deep Sea Research.

Charitable Bequests

A charitable bequest is simply a distribution from your estate to a charitable organization like PWSSC through your last will and testament. There are different kinds of bequests. For each, you must use very specific language to indicate the precise direction of your assets, and to successfully carry out your final wishes. In any charitable bequest, be sure to name the recipient accurately.

Do you have an estate?

Your “estate” is the sum of your assets, including property you own, insurance policies, retirement accounts, cash on hand, etc. Wealthy people may have very large estates, but even people who aren’t wealthy often have the resources to make a charitable bequest. If every adult in America made a will and included a bequest of just $100, billions of dollars would flow to charitable causes every year.

Below, we have listed some of the more common kinds of bequests, and some bequest language. We always recommend that you carefully review the terms of your will with a professional trained in handling trusts and estates.

General Bequests are legacies left to certain people or causes that come from the general value of the estate, and are made by designating a specific dollar amount, a particular asset or a fixed percentage of your estate to the cause of your choice.

General bequest language:
"I give, devise, and bequeath to the Prince William Sound Science Center, Cordova, Alaska, the sum of $________(or a description of the specific asset), for the benefit of the Prince William Sound Science Center and its general purposes." Specific Bequests are made when a particular item or property is bequeathed for a designated purpose. (i.e., instruments bequeathed to the local school district for use in music education; dollar funds to be used in the operation of a school or church.)

Specific bequest language:
"I give, devise, and bequeath to the Prince William Sound Science Center, Cordova, Alaska, the sum of $_______ (or a description of a specific asset), for the benefit of the Prince William Sound Science Center to be used for the following purpose: (state the purpose). If at any time in the judgment of the trustees of the Prince William Sound Science Center it is impossible or impracticable to carry out exactly the designated purpose, they shall determine an alternative purpose closest to the designated purpose."

Residuary Bequests are made when you intend to leave the residue portion of your assets after other terms of the will have been satisfied.

Residuary bequest language:
"All the rest, residue, and remainder of my estate, both real and personal, I give to the Prince William Sound Science Center, Cordova, Alaska, for its general purposes."

Contingency Bequests allow you to leave a portion of your estate to a particular charity if your named beneficiary does not survive you.

Contingency bequest language:
"I devise and bequeath the residue of the property, real and personal and wherever situated, owned by me at my death, to (name of beneficiary), if (she/he) survives me. If (name of beneficiary) does not survive me, I devise and bequeath my residuary estate to Prince William Sound Science Center, Cordova, Alaska, for its general purposes."

Without a will, there is no mechanism in place to make a bequest, so here are the steps you should take to make sure your wishes are granted.

  • Make a list of organizations or causes that you would like to support.
  • Make a detailed list of your assets (financial, real estate, vehicles, jewelry, collectibles, musical instruments, etc.)
  • Set up an appointment with your financial analyst or attorney, or planned giving officer at the organization you intend to support. These professionals will help sensitively guide you through the process.

    • The planned giving councils that are members of the National Committee on Planned Giving can help you locate professional resources as you prepare to write your will. Click here to find help near you. (adapted from Leave a Legacy)
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