Planned Giving

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, via the Friends & Foundation, while also realizing your estate and financial planning goals.
You can make your bequest through your will or living trust. If you already have a will or trust, you can add a bequest to benefit the Monterey Public Library by creating a simple codicil or trust amendment. Regardless of the instrument you use, be sure to seek the assistance of your attorney.
Another simple way to make a future gift is to name the Monterey Public Library Friends & Foundation as a percentage beneficiary of your IRA or other retirement plan. You simply need to name the “Monterey Public Library Friends and Foundation” (tax ID number 91-1976593) as a beneficiary on a Change of Beneficiary form with your plan administrator.

View or download sample bequest language.

There are many other ways to make a planned gift and create a legacy:

  • Gifts of assets that return lifetime income such as charitable remainder trusts
  • Beneficiary designations in savings accounts and insurance policies
  • Gifts of real estate
  • Charitable gift annuities.

For more information about including the Library in your estate plans, please call Mary Jane Perna, Interim Fund Development Officer, at (831) 646-5632 or email

If you have already made a planned-giving arrangement for the Monterey Public Library, we hope you will complete our confidential form so we can thank you, learn how you would like to be recognized for this gift, and enroll you in the 1849 Legacy Society.

Mary Ann Kane

Mary Ann Kane, Legacy Donor

“The Monterey Public Library has made a profound difference in the quality of life in our community. Since its founding in 1849 as California’s first public library, it has excelled in providing free and open access in information, education, our history, self improvement, and entertainment.

Today, a skilled, dedicated and caring staff makes all feel welcome, inspires them to be seekers of knowledge, and helps them improve their lives and the community. I’ve made a great investment, one that will pay dividends for future generations.

​Will you join me?”