A Gift in Your Will or Living Trust
Are you interested in helping the Monterey Bay Aquarium with our mission but not ready to give up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest in your will or living trust to the Monterey Bay Aquarium's Endowment Fund for the Future of the Ocean, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.
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Check Out This Potential Scenario
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved the Aquarium and decided to include a bequest of $75,000 in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to the Aquarium was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
See How It Works
- Contact Mary Mullen at 831-648-4913 or email@example.com for additional information on bequests or to learn more about the different options for including the Aquarium in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include the Aquarium in your plans, please use our legal name and Federal Tax ID.
Legal Name: Monterey Bay Aquarium
Address: 886 Cannery Row, Monterey, CA 93940
Federal Tax ID Number: 94-2487469
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.