Endowed Gifts

Your Gift Can Last Forever

An endowment gift to the Monterey Bay Aquarium today provides a brighter picture for our future. When you make a donation to an endowment, you give a gift with both immediate and long-term benefits.

Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at the Aquarium. The remaining funds are reinvested to ensure indefinite support.

An Example of How It Works

Couple Smiling Longtime the Monterey Bay Aquarium supporters Susan and Charlie have two goals: First, they want to make sure the Aquarium continues to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to the Aquarium, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie qualify for a federal income tax charitable deduction on their taxes.

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Next Steps

  1. Contact Eric Weis at 831.648.4877 or lastinglegacy@mbayaq.org to discuss endowed gifts.
  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 Foundation
Address: 886 Cannery Row, Monterey, CA 93940
Federal tax ID number: 94-2487469

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View and download your FREE copy of Endowments: A Never-Ending Legacy.

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Personal Estate Planning Kit

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit