What I love about our students at the Monterey Institute is that so many of them go out and make a difference in this world. I often share a quote from my close friend, the late Reverend William Sloane Coffin: "The calling of every human being is to live a life worth the retelling of it." So many of our students and graduates do live a life "worth the retelling of it" — and I have been gratified to have been a very small part of that.

Peter Grothe
Director of International Student Programs
Monterey, CA
Adjunct professor, GSIPS.

GIFT PLANNING

The Monterey Institute can work with you and your advisors to align your charitable giving with your overall tax, estate, and financial planning goals. Monterey and Middlebury planned giving experts can offer custom assistance in these areas:

The selection of 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

The timing of 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

The structuring of 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

Proper selection of your gift asset can provide dramatic tax savings — and the timing of your gift can often be as important as the assets you choose to give. The Monterey Institute offers a variety of charitable giving vehicles to help achieve these goals.

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.

Introducing ... the Monterey Institute Legacy Society
The Institute has established the Legacy Society as a means to recognize our supporters who strengthen the Monterey Institute through estate and life income gifts. To learn more, click here.

For more information:

Contact Shirley Coly, Development Officer,
at 831-647-3595 or shirley.coly@miis.edu