If you are advising a client who is considering a planned gift or bequest to Big Sur Land Trust, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Legal Name

All charitable gifts should be directed to “The Big Sur Land Trust, 509 Hartnell St., Monterey, CA 93940, a California 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 94-2473415.”

Tax I.D. Number

The Big Sur Land Trust's Tax ID number is 94-2473415.

Consistent with safeguarding its own interests, Big Sur Land Trust tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:

• Read our suggested bequest wording.

If one of your clients arranges an estate gift for the benefit of Big Sur Land Trust, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes.

Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

• Learn more about Land & Legacy Society.
• To notify Big Sur Land Trust that an estate gift has been arranged for its benefit, please fill out our online form or this PDF form.

Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 

• Contact us to discuss a potential—or hypothetical—gift situation or to request a gift illustration.
• Give our online calculator a try. 

Thank you for the work you do on behalf of our donors!