A Gift in Your Will or Living Trust

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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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The mission of the nonprofit the Monterey Bay Aquarium is to inspire conservation of the ocean.

Check Out This Potential Scenario

Young family with kidsWhen 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

Learn How to Fund It

You can use the following assets to fund a bequest:

Next Steps

  1. Contact Mary Mullen at 831-648-4913 or lastinglegacy@mbayaq.org for additional information on bequests or to learn more about the different options for including the Aquarium in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. 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

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.View My Free Brochure
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