Gift Planning

Have a lasting impact on the Monterey Institute.

 

Whether you are building your estate plans, considering ways to transfer assets to your loved ones, selling your closely held business, or wish to make a large gift to the Institute in the most tax-wise manner possible, we can assist you and your advisors in your philanthropic planning.

This type of long-term giving provides for generations of students and their teachers by building endowment and lasting funding sources. 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 
  • 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 life insurance plan.

Legacy Society

Join a group of friends and alumni from around the world who have combined their affection for the Monterey Institute with their desire for sound financial planning. Membership in our Legacy Society is available to those who provide support to MIIS through a bequest or life income gift.

In addition to knowing they will have a lasting impact on the Monterey Institute, members of the Legacy Society receive invitations to exclusive Monterey Institute events and a special membership pin.

Current members of the Legacy Society include:

Mr. and Mrs. William S. Anderson

Dr. Steven J. Baker and Dr. Robert G. Pucci

Mrs. Margaret Bates †
Ms. Anne Wendy Benjamin

Ms. Shirley Coly

John C. Deppman and Clara Yu

William and Nancy Doolittle

Mrs. Eleanor M. Fritz

Martha S. Fritz and Frederick M. Fritz
Dr. and Mrs. Philip O. Geier

Leah J. Gowron, MPA ’97

Mr. and Mrs. William D. Grant

Dr. John Peter Grothe

Mrs. Beverly L. Hamilton

Mr. Thomas R. Hanschman, MPA ’90 and

Mrs. Kim Hanschman

Magdy Francis Ibrahim, BAPS ’85

Emeritus Professor John R. G. Jenkins

Ms. Ann Jones-Weinstock

Mr. William H. Kieffer III and

Mr. James M. May

Mr. Robert W. Lundeen

Ms. Donna Manning
Joseph A. and Sheila P. Mark

Michael and Judith Brown Meyers
Mrs. Joanne Millard
Ms. Maureen A. Minnes, BAIPS ’94

Dr. E. Philip Morgan and

Dr. Maria C. Morgan

Tony O’Brian

Mr. and Mrs. Herschel Peak
Ms. Elizabeth Pollock-Scimone
Dr. Moyara Ruehsen
Ms. Paulien Ruijssenaars, MBA ’96 and

Mr. Thomas Wiedemann

Mrs. Mary Shaw

Dr. Karen A. Stolley and

Mr. David J. Littlefield, Jr.

Ms. Nancy Kaeslin Stone, MATESOL ’74

and Mr. Robert K. Stone

Dr. Ana Maria Velasco and

Dr. Roberto Barahona

Dr. Janet Wall and Dr. Robert Gard

Ms. Mildred P. Whitt
Mr. David L. Winter

Glynn and Suzie Wood

† deceased

For more information about gift planning and the Legacy Society, contact the Institutional Advancement Office at 831.647.3545 or give@miis.edu.