Gift Planning

Whether you are building your estate plans, considering ways to transfer assets to your loved ones, selling your closely held business, exploring a gift of your primary residence or vacation home, or simply wishing to make a large gift to the Institute in the most tax-wise manner possible, we may assist you and your advisors in your philanthropic planning.

Monterey and Middlebury gift planning experts can offer custom assistance in these areas:

Selecting gift assets to maximize the after-tax benefit for you and your family, including gifts of:

• Cash
• Appreciated stock
• Qualified retirement plan or IRA assets
• Real estate and vacation properties
• Other unique assets

Timing your gift to meet personal circumstances or changes in the tax code, including:

• Desire to make a significantly larger gift now than you have made in the past
• Anticipation of a significant "taxable event," such as the sale of a business or extra income from a bonus or the exercise of stock options
• Changes in income tax, estate tax, or gift tax rates

Structuring your gift to provide, as desired:

• Payments back to you or your loved ones for life or a term of years (life income gifts)
• Payments to the Monterey Institute for a term of years, with the principal going to loved ones (lead trusts)

• Deferral of your gift until death through a bequest intention or naming the Institute as the beneficiary of your qualified retirement plan or IRA

Legacy Society

The Monterey Institute Legacy Society recognizes people who support the Institute through a bequest or life income gift. This form of long-term giving is vitally important to the Institute, supporting generations of students and their teachers by building endowment and sustained flexible funds.

You become a Monterey Institute Legacy Society member by including the Institute in your estate plans or life income gifts. Legacy Society members receive a special pin to recognize their generosity.