Tools for Managing your Estate

Bequests, Legacies, Trusts, Transfers, Gifts

You may designate the Hermitage as the recipient of a bequest, charitable trust or gift. Bequests, legacies, devises, transfers or gifts are deductible for federal estate and gift tax purposes under Sections 2055, 2106 and 2522 of the IRS Code. If you are interested in a contribution of this kind, please write:

Treasurer
New Camaldoli Hermitage
62475 Highway 1
Big Sur, CA 93920-9533
or call (831) 667-2456 x110.

Additional resources to download:

Tools for planning your estate

Comparative options for planned giving

Comparative guide to the features of 9 types of planned gifts

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