Sample Bequest Language and Forms of Bequest

If you should wish to include the Monterey Public Library Friends and Foundation in your estate plans, please make sure that you use our correct and legal name, address, and Federal Tax Identification Number. They are as follows:

Monterey Public Library Friends and Foundation
625 Pacific Street
Monterey, California 93940
Federal Tax Identification Number: 91-1976593

Forms of Bequest

  • Specific sum of money: I give to The Monterey Public Library Friends & Foundation the sum of [exact dollar amount].

  • Specific property such as real estate, stocks, bonds, works of art, or other items: I give to The Monterey Public Library Friends & Foundation [description of the particular property].

  • Residue of estate after paying debts, taxes, expenses, and other bequests: I give to The Monterey Public Library Friends and Foundation all [or a stated percentage] of the residue of my estate.

Forms of Distributions from Living Trusts

Use the language above, but substitute The Trustee shall distribute for I give in the three examples.

Bequests for Restricted Purposes

Please call Mary Jane Perna, Interim Fund Development Officer, at (831) 646-5632 or email info@investinmpl.org  to confirm that the Library can fulfill your intentions.

All donations are tax-deductible as allowed by law. The Monterey Public Library Friends and Foundation is a 501(c)(3) nonprofit organization. Tax ID is #91-1976593.