Bequest Language

What We Do

Bequest Language

The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Big Sur Land Trust, be sure our organization’s correct legal name appears in all final documents as:

“The Big Sur Land Trust, 509 Hartnell St., Monterey, CA 93940, a California nonprofit corporation, or its successor, Federal Tax Identification Number: 94-2473415.”

General Bequest of a stated sum of money may be worded:

“I give to The Big Sur Land Trust, 509 Hartnell St., Monterey, CA 93940, a California nonprofit corporation, or its successor, Federal Tax Identification Number 94-2473415 [insert here the exact dollar amount].”

Specific Bequest of a certain asset from your estate may be worded:

“I give to The Big Sur Land Trust, 509 Hartnell St., Monterey, CA 93940, a California nonprofit corporation, or its successor, Federal Tax Identification Number 94-2473415, [insert here a description of the particular property].”

Residuary Bequest, after other bequests and expenses have been paid, may be worded:

“I give to The Big Sur Land Trust, 509 Hartnell St., Monterey, CA 93940, a California nonprofit corporation, or its successor, Federal Tax Identification Number 94-2473415, all [or a portion] of the rest, residue and remainder of my estate.”

Contingent Bequest if the person making the will is not survived by certain individuals:

“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to The Big Sur Land Trust, 509 Hartnell St., Monterey, CA 93940, a California nonprofit corporation, or its successor, Federal Tax Identification Number 94-2473415, [insert here the exact dollar amount, description of property, or percentage of residual estate].”




 

Kate Mitchell Mehle

 

Kate Mitchell Mehle

Director of Development
Direct Line: 831-886-7813

Email Kate

Big Sur Land Trust’s mission is to inspire love of land across generations, conservation of our unique Monterey County landscapes, and access to outdoor experiences for all.

Big Sur Land Trust
509 Hartnell Street, Monterey, CA 93940
(831) 625-5523 | info@bigsurlandtrust.org
Tax ID# 94-2473415

© 2018-2024 Big Sur Land Trust.
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