Plan Your Legacy Gift

Big Sur Land Trust’s promise of conservation is for the long term and requires consistent funding. Though we continuously seek public funding, grants and private donations, we also rely heavily on planned donations from our supporters. The need is growing more urgent to protect and care for the local lands we all love!

Inspiring a love of the land and conserving the treasured landscapes of Monterey County benefits all of us. You can help assure that your local conservation ethic remains forever strong by planning your legacy gift now.

Land & Legacy Society

Big Sur Land Trust established the Land & Legacy Society to honor and acknowledge those who provide support by including the Land Trust in their estate plans. Members are recognized in our annual report and invited to an appreciation event each year to hear more about the impact created by Land & Legacy Society members.

Please consider Big Sur Land Trust in your plans and become a member of the Land & Legacy Society today!  Our tax identification number is:  94-2473415

If you are interested in joining the Land & Legacy Society, have already included BSLT in your estate plans or would like more information about planned giving, please email or call Kate Mitchell Mehle at 831-625-5523 ext. 105.

How to Make a Tax-Free Distribution form your Individual Retirement Account

Contributing from your Individual Retirement Account (IRA) to Big Sur Land Trust is an easy way to make a significant gift while reducing your tax burden.

Each year, if you are 70½ or older, the IRS requires you to withdraw a certain amount (required minimum distribution) from your IRA each year whether you need the funds or not, and you pay income tax on every distribution you take. However, you can instruct your IRA Administrator to distribute an amount (up to $100,000) directly to Big Sur Land Trust. This amount can count toward your required minimum distribution for the year in which the distribution is made. Although these distributions are not deductible as charitable contributions on your income tax return, they impact your taxes because they are not treated as taxable income to you.

Here’s how it works:

  • You must be 70½ or older at the time of distribution.
  • You may distribute any amount up to $100,000 in a calendar year to charity, as long it is completed by December 31 of the year in which you intend to make the charitable distribution.
  • Your IRA administrator must make the distribution directly to Big Sur Land Trust. For a sample letter of instruction to your IRA administrator requesting a distribution, please contact Kate Mitchell Mehle at Big Sur Land Trust.
  • If you make a gift to Big Sur Land Trust from your IRA, please include written instructions to Big Sur Land Trust on how you would like to designate your gift.

To leave a legacy, you may also consider designating Big Sur Land Trust as a beneficiary of your IRA.

If you have any questions, please contact Kate Mitchell Mehle, Director of Development at Big Sur Land Trust, at 831-886-7813 (direct line) or email kmitchell@bigsurlandtrust.org.

We strongly advise you to consult with your tax advisors and/or financial planners to discuss your unique situation including any impact on your state’s tax laws, before you proceed.