For Trustees and Advisors

In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.

We understand that gifts to charities such as Earthjustice can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to partnering with you to ensure that your clients find the charitable arrangements that best meet their needs.  

We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible. Here are some complimentary resources that your clients may find useful.

Information for Professional Advisors

Address: 50 California Street, Suite 500, San Francisco, CA 94111
Federal Tax ID number: 94-1730465

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

We're here to help

Planned Gifts Team

Heather Cáceres, Julie Carlevaro, EddieJoe Cherbony, Sophie Davidson (not pictured), Mike Gillum, Lisa Hewitt (not pictured), Elizabeth Hill, Abigail Oduol, Robin Steele

(800) 584-6460