Other ways to give

Gifts of Will or Trust
Remember the Monterey County Historical Society in your will or trust. This gift type is also known as a bequest.

Gifts of Your Retirement Plan Assets
Use your assets that are subject to higher taxes to fund a gift and leave more tax-favorable assets to your family.

Gifts of Stocks, Bonds, Mutual Funds
Take advantage of appreciated securities without incurring capital gains tax.

Gifts of Life Insurance
Designate us as a beneficiary of your life insurance.

Gifts of Real Estate
Real estate makes a gift that you can leave in exchange for tax benefits.

Please contact us at 831-757-8085 or by email: mchs@redshift.com for more information.