Confidential Intention Form

Information submitted through this webform is not legally binding.

Personal Information

Date of Birth:

Spouse Date of Birth:

Your Gift Intention

Please provide the following information and attach a copy of the documentation or appropriate language from your will or trust, if available. Please complete all that apply.

I/We want to support the mission of Big Sur Land Trust through a planned gift as described below:

I/We have included a bequest for Big Sur Land Trust in my/our will or living trust.

I/We have named Big Sur Land Trust as a beneficiary of an asset:

I/We have named Big Sur Land Trust as a revocable beneficiary of a charitable remainder trust.

I/We have named Big Sur Land Trust as an irrevocable beneficiary of a charitable remainder trust.

Approximate anticipated value of gift:

Please provide a general description of the gift provision (such as, asset to be donated if other than cash or securities, how gift is to be used, whether gift is to create an endowment, etc.):

Yes, you may include me/us in listings of planned gift donors.

Please indicate how you would like your name(s) to appear in our Land & Legacy Society listings. (Please note the amount of your intended gift will not be published):

No, please do not include me/us in listings.

Signature:

Sign above

Personal Information

Your Gift Intention

Cart

Kate Mitchell Mehle

Original text