TO MAKE A GIFT IN CELEBRATION OR REMEMBRANCE
Each year, dozens of individuals make a gift to the Monterey Public Library to recognize family members, colleagues, and friends. To make a gift in honor of a loved one, please.....
To give online now:
To give by mail:
Please enclose with your check a note informing us of the name of the person you wish to honor, and the name and address of the person you would like us to notify. Then mail your check and instructions to:
||Monterey Public Library
||Fund Development Office
||625 Pacific Street
||Monterey, California 93940
A charitable bequest is one of the most meaningful legacies you can provide for your loved ones and for your favorite organizations. Through a bequest you can make a gift to the Monterey Public Library, while also realizing your personal, estate, and financial-planning goals.
Most people who make bequests do so through their wills. If you already have a will, you can add a bequest to benefit the Monterey Public Library by creating a simple codicil. Donors who have revocable living trusts may make future gifts through a charitable distribution provision in their trust agreements. Regardless of the instrument you use, be sure to seek the assistance of your attorney.
Click here for sample bequest language.
There are many ways to make a planned gift and create a legacy:
- Gifts from wills and living trusts
- Gifts of assets that return lifetime income such as charitable remainder trusts
- Beneficiary designations in retirement accounts, savings accounts, and insurance policies
- Gifts of real estate
- Charitable gift annuities
For more information about including the Library in your estate plans, please telephone or email Mary Jane Perna, Interim Fund Development Officer, (831) 646-5632 or firstname.lastname@example.org.
If you have already made a planned-giving arrangement for the Monterey Public Library with your own attorney, we hope you will complete our confidential 1849 Legacy Society form so we can thank you and learn how you would like to be recognized for this gift.
BUILDING THE MPL ENDOWMENT
Whether made outright, or planned as part of your estate and realized after your lifetime, gifts to fund the Monterey Public Library Endowment create a powerful legacy. Endowment funds are invested strategically to preserve their original value and generate income used to support the Library’s work for generations to come.
The Monterey Public Library Endowment is held and managed by the Community Foundation for Monterey County (CFMC) and overseen by the Monterey Public Library Board of Trustees, the administrative board established by the City Charter in 1911 and appointed by the Monterey City Council to oversee Library programs and services.
To make an outright gift now to the MPL Endowment you may either:
- Go to the CFMC Giving Page and under “Select a Fund,” enter “Monterey Public Library Fund” or
- Mail a check payable to “Community Foundation for Monterey County—Monterey Public Library Fund,” and mail to us at the Fund Development Office, Monterey Public Library, 625 Pacific Street, Monterey, California, 93940.
All donations are tax-deductible as allowed by law. The Community Foundation for Monterey County (for the Monterey Public Library Fund) is a 501(c)(3) nonprofit organization. Tax ID is #94-1615897.
For more information about establishing an endowment fund through your will or trust, or establishing an endowment fund in your name or in the name of a loved one, or establishing an endowment restricted to a particular purpose, please telephone or email the Fund Development Office.
Donor-advised funds are the fastest-growing giving method and a tax-efficient way to manage charitable donations. Donor-advised funds allow donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.
Clients of Fidelity Charitable, Schwab Charitable, and BNY Mellon can easily make a designation through the “DAF Direct” form:
To increase the impact of your gift, please find out if your employer offers a matching gift.