Surfrider Foundation: Gift Intent Form

Gift Intent Form Letterhead - Surfrider

The Surfrider Foundation honors individuals who have provided for the future of our ocean and coastlines through a provision in their estate plans. Please complete the following information as it applies to your gift.

Intended Gift Information

* Select all that apply.
If selecting Other, you will be provided a space to provide additional context below.








*If selecting Other, you will be provided a space to provide additional context below.


Note on our gift acceptance policy:

We are grateful for your generosity to Surfrider. Please note that we are not able to accept complex or narrowly restricted gifts at this time. You may review our Gift Acceptance Policy here. All gift intent forms will be reviewed by Surfrider leadership, and we will be in touch to confirm acceptance or discuss alternatives when needed.





Optional. If you have an attorney or advisor you would like to connect us with regarding your intended gifts, please provide their contact information above.
Donor(s) Information



If there is another person or party that your gift should be connected to, please choose 'add another donor' below
Primary Contact Information
Please provide the contact information for the primary donor or family responsible for your intended gift. If you are the primary donor, please enter your information:






Alternate Contact Information
This voluntary and confidential information provides the Surfrider Foundation a line of communication to assist and expedite estate settlement. The contact may be a family member, attorney, trustee, executor, or representative.









Note on Legacy Circle membership
Upon notifying us of your intent to include Surfrider in your planned giving, we warmly welcome you to Surfrider’s Legacy Circle! Our Legacy Circle is a community of people committed to protecting our ocean and coasts for generations to come through strategic giving.

A welcome letter will follow after the intention form has been reviewed and accepted. For more information on the Legacy Circle, email legacy@surfrider.org or call (949)492-8170.

Legal Notice
Completing this letter is not binding on your estate.

To effectuate a change in your estate plans, you must make a modification to your will or trust. Typically, this means meeting with your attorney and completing a brief attachment (“Codicil”) that adds The Surfrider Foundation as a beneficiary.

Please attach a copy of any document naming the Surfrider Foundation as a beneficiary in your estate plans below. This will be held in our records and may be helpful for us to receive the gift and put it to use for your intended purpose.

Legal Name: Surfrider Foundation
Tax ID: 95-3941826

If available, please attach a copy of any document naming the Surfrider Foundation as a beneficiary in your estate plans:
We recognize this gift is subject to change depending on personal and economic circumstances. Should your intentions change over time or for questions, please contact us at:

legacy@surfrider.org or (949) 492-8170
P.O. Box 73550, San Clemente, CA 92673