Gift Planning

Did you know there are creative ways to support the Monterey Institute?

Maria and Phil Morgan, Emeritus Professor
"The Monterey Institute is often described as small and agile. Though always small, MIIS has not always been agile. The partnership with Middlebury has demonstrated that new ideas, programs and resources can combine to provide the agility needed for innovation. We are pleased to invest in the promise of this robust partnership."
- Maria & Phil Morgan, Professor Emeritus

You can help ensure the future of Monterey, while you secure your own finances in ways tailored to your age, your income and assets, and your vision of giving. Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and the Monterey Institute.

Gift & Estate Planning

Please visit our Gift & Estate Planning website to read more about types of gifts, donor stories, estate planning documents, and more.  While on the site, we encourage you to compare gift plans, use the gift calculators, or request a personalized illustration.

By selecting the link above, you are leaving Monterey's website and entering Middlebury College’s Gift & Estate Planning website. Middlebury serves as trustee for the Monterey Institute of International Studies’ Gift & Estate Planning program.

Legacy Society

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.

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.