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.
Legacy Society Members
Members of our Legacy Society provide support to the Institute through a bequest or life income gift. This type of long-term giving provides for generations of students and their teachers by building endowment and lasting funding sources.
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.
||While a professor of politics, public administration and development throughout his career, Dr. Phil Morgan has also worked, inter alia, with The World Bank, USAID and UNDP on diagnostic studies, technical assistance and training in public organization and management improvement, human resource development, program evaluation, and trade capacity-building.|
MIIS President Sunder Ramaswamy with Ms. Nancy Kaeslin Stone, MATESOL ’74 and Mr. Robert K. Stone
Magdy Francis Ibrahim, BAPS ’85 with MIIS Alumni Relations Director Leah Gowron, MPA '97. Magdy is a 20-year restaurant and real estate entrepreneur who is currently working on launching online entrepreneurial and business management software. He is the owner of restaurant Patisserie Boissiere in Carmel, CA, a popular French European bistro in the heart of town.
Current members of the Legacy Society include:
Janice Anderson & William S. Anderson
Steven J. Baker & Robert G. Pucci
Margaret Bates †
Anne Wendy Benjamin
Christine Pearson Casanave
Cynthia Chaplin & Max Chaplin
Shirley Coly & Edgard Coly
Clara Yu & John C. Deppman
Nancy Doolittle & William Doolittle
Eleanor M. Fritz
Martha S. Fritz and Frederick M. Fritz
Leah J. Gowron
Mary Grant & William D. Grant
J. Peter Grothe †
Beverly Lannquist Hamilton
Kim Hanschman & Thomas R. Hanschman
Magdy F. Ibrahim
John R. G. Jenkins
William H. Kieffer III &
James M. May
Robert W. Lundeen
Judith Brown Meyers and Michael Meyers
Maria C. Morgan & E. Philip Morgan
Joan Peak & Herschel Peak
Karen A. Stolley &
David J. Littlefield, Jr.
Nancy K. Stone & Robert A. Stone
Susanne & Bill Tyler
Ana Maria Velasco & Roberto Barahona
Janet Wall & Robert Gard
Mildred P. Whitt
Suzie & Glynn Wood
For more information about gift planning and the Legacy Society, contact Kathryn Joyce, Director of Planned Giving, Monterey Institute 831-647-3556 and Anne McMenamin, Director of Gift Planning at Middlebury College, 866-496-6433.