MONTEREY BAY AQUARIUM SHORELINES
ALL ISSUES     |     FALL 2017
Closeup of purple-striped jellies at the Monterey Bay Aquarium Open Sea Exhibit

Thanks

Creating a Legacy for the Ocean



Seminar in the Monterey Bay Aquarium Auditorium

Save the Date!


The ocean needs our help—more so every day. As dedicated members, you understand how important this is, both for ocean wildlife and our own survival. After all, you make everything we accomplish possible—and we're deeply grateful.

The challenges facing the ocean are accelerating, and that's why our Ocean Legacy Circle donors are so important to the Aquarium's mission. Their future gifts will make a lasting difference for a healthy ocean and a healthy planet.

Many of you have contacted us for information about how to include the Aquarium in your estate plans. To help answer your questions, we're hosting a program about charitable giving options and opportunities.

Please join us on Saturday, November 11, for "Charting the Course: A Deeper Dive," in the Aquarium Auditorium from 6 to 7:30 p.m.

Our expert panel includes estate-planning attorneys Charles Des Roches, Esq., and Jennifer Walker, Esq., and investment advisor Kenneth Petersen, CFP. Liza Horvath, CTFA, president of Monterey Trust Management and the "Senior Advocate" columnist for the Monterey Herald, will moderate the evening's discussions.
The program is ideal for anyone seeking information about estate planning. The topics will include earning income from appreciated assets or securities; charitable trusts; rollover gifts and inherited IRAs; a tax reform update and selecting or serving as a trustee; plus information about the Aquarium’s endowment funds. Light refreshments will be served.

To join us, or for more information, please contact Jennifer Ledfors, Gift Planning Officer, at jledfors@mbayaq.org or 831.648.4877. Thank you!



Ocean Legacy Circle

Our Ocean Legacy Circle honors the 427 donors who have designated gifts to the Aquarium through their will, living trust or another part of their estate plan. Their generosity will have a lasting impact on the ocean. We're deeply grateful to the following donors for allowing us to recognize their dedication to the Aquarium and to a brighter future for the ocean. Learn how you can support the Aquarium and the future of the ocean with a legacy gift

  • Anonymous (84)
  • Chuck and Janet Adams
  • Dr. Kathleen Albert and Ms. Madeline Pfeiffer
  • Barbara S. Allgood
  • Brad and Martha Atkinson
  • Lani Avocet and John Van Horne
  • Mr. and Mrs. David W. Baka
  • Donald E. Baker
  • Faith Wilcox Barrington
  • Jim and Roberta Bell
  • Martine Bennett
  • Bethel Family Trust
  • Kim Bevil
  • Gary and Carolyn Bjorklund
  • Andrea K. Boehmer
  • Patrice Boeke and Tom Alburn
  • Mark and Cathleen Boettger
  • Barbara F. Borthwick
  • Gail A. Bradley
  • James and Donna Brady
  • Ted and Gail Brekke
  • Lee and Max Brice
  • Marge Brigadier
  • Rebecca and Matthew Bright
  • Paul O. Brohmer
  • Nathan Broshear and Stephanie Lyons
  • Ginger Brown and Thomas Savarino
  • James R. and Melinda M. Brown
  • Mr. and Mrs. Robert Byland
  • Loretta L. Callahan
  • Lucy Cameron
  • Brad and Lesley Canfield
  • Calvin and Jennifer Carr
  • Joe Carrión
  • Kathryn E. Carroll and Trista S. Kendall
  • Dave Carver and Sylvia Downing
  • Mr. and Mrs. Stephen Clark
  • Toni Clark and Lawrence Thornton
  • Cobarruvias Family
  • Mike and Jennie Cobb
  • Richard and Jean Collins
  • Sonia Cook
  • Bruce Cormier
  • Robert and Patricia Costen
  • Colleen Courtney
  • Tim and Ceal Craig
  • Paul and Shelly Crain
  • Garrett and Jane Cross
  • Jim and Judy Crossland
  • Connie R. Curry and Tom B. Lawrence
  • Perry Kenneth Cushman
  • Artie and Judy Davidson
  • Dorrill and Brian Davis
  • James and Vega Day
  • Carrie and Jim Dean
  • Esther and Daniel DeBra
  • Mr. and Mrs. Ron DeLettera II
  • Barbara W. Deméré
  • Steve and Sona Dennis
  • Nancy Jo Dinsmore
  • Sharon Dirnberger
  • Gary and Lanaya Dix
  • Margaret B. Donat
  • Mr. and Mrs. David M. Dormedy
  • Mr. and Mrs. Robert Dougherty
  • Mike and Connie Dowler
  • Karen and Phillip Drayer
  • Frank and Terry Ducato
  • Mr. Gayle Dukelow and Ms. Rosalyn Zakheim
  • Dr. Robert F. Dunn and Dr. Marilyn Konish-Dunn
  • David and Joby Dupuis
  • June Duran Stock
  • Gudrun Dybdal and Jon Gresley
  • Mr. and Mrs. Lawrence H. Easterling Jr.
  • Karen Edwards
  • Pamela Erlandson-Fives
  • Mr. and Mrs. Kent Evans
  • Lynn Fanelli
  • Robyn Farrant
  • Ms. Cathy Felkey
  • Ms. Sharon Felkey
  • M. Jean Fisher
  • Jonathan Fitch and Ann Nunziata
  • Happy Fitzgerald
  • Mr. and Mrs. James Fitzgerald
  • Dr. Brigitte and Gary Fleeman
  • Foppiano Family: Floyd, Edna and Linda
  • Jacqueline Frazier
  • Susan J. Friedman and Philip Skehan
  • Linda Galloway, PhD, and Nardin Gottfried, PharmD
  • Renata Gasperi and Donald Frediani
  • Luise Genzinger and Guenter Roeck
  • Scott F. Gibbons
  • Al Giles and Peggy Aschenbeck
  • Sheri R. Glazebrook
  • Richard Gleason and Sarah Hedges
  • John L. Goldberg
  • Dr. Seth Goldsmith
  • Deborah Goldstein
  • Neil and Diane Goodhue
  • Howard L. Gosch
  • Pria Graves
  • Lionel Goularte
  • Pria Graves
  • Christine and Dennis Green
  • Judy and Danny Gutierrez
  • Nina Hadden
  • In memory of Mandy Hafleigh
  • Charles E. Halfmann
  • Ovella R. Hall
  • Eileen Hamilton
  • Ruth S. Hartmann
  • Thomas Hart Hawley
  • Alys Hay
  • Anne and Donald Haydock
  • Sandra Hayes
  • Ron and Valerie Heater
  • Ingeborg Henderson
  • Laura Henderson and Jason Silva
  • Andree S. Hest and Deborah D. Wyatt, MD
  • Charles and Janice Holland
  • Jeanne S. Holmquist
  • Wayne and Judith Hooper
  • Xanthe and Jim Hopp
  • Arthur W. Hormel
  • Jeff and Debbie Hotter
  • Norman Huckle
  • Juan, Serena, Petra and Gabriela Huerta
  • Cassie Huetteman
  • Judee Humburg
  • Philip Hunsucker and Kristi Helmecke
  • Ken and Renae Hwang
  • Alfred and Irena Iannamico
  • Valerio and Karen Imarisio
  • Pete and Sharon Irish
  • Robert and Harriet Jakovina
  • Douglas and Gail Jamieson
  • David M. Jargiello
  • Nancy Jaxon
  • Jim and Kristi Jenkins
  • Susan Jenkins
  • Kyle Johnson and Dennis Eisenbeis
  • Neil and Stephanie Johnston
  • William H. Johnston, MD
  • Michael Johnstone
  • A. Margaret Jones
  • James Clinton Jones, MD
  • Ray and Laurel Kaleda
  • Mr. and Mrs. John Kanda
  • Sandi Kane
  • Dr. and Mrs. Stewart Karlinsky
  • Thomas R. Kenny
  • Barbara and Michael Kenrich
  • Randall S. Kenyon and Mark E. Beall
  • John P. and Jane E. Kesselring Trust Agreement
  • Kurt and DeeDee Kiesow Family Trust
  • Bonnie McPherson Killip
  • Nick and Sue Kinney
  • José and Barbara Kirchner
  • Christie and Terry Kirk
  • Betty S. Koch
  • Sunny and Harry Kohn
  • Dr. Robert LaBerge
  • Michael and Leona Labruyere
  • Mel and Joan Lane
  • Michael and Amelia Latham
  • David Laudenat
  • Mrs. Gayle E. Lazur
  • Sharon M. Lee
  • Barbara LeFevre
  • Bill and Jane Leifhelm
  • Deri Leong-Miller
  • Dr. John Lilley and Dr. Mary Sanfelippo-Lilley
  • Layne Lisser and Dr. Kay Lubansky
  • Bonnie Lockwood
  • Janette Loomis
  • Betty White Ludden
  • Robert Lundeen
  • Colin Ma and Laurie Christensen
  • James J. Macrie and Janet R. Cadarette
  • Linda Mandel
  • Carolann and Roger Manley
  • Jim Marrocco
  • David and Karen Mast
  • Kenneth J. and Katharine Louise Masterson
  • Brad and Sheriane Mattocks
  • Dr. Hugh A. McAllister Jr.
  • Carol and William E. McCarey
  • Matthew McClendon
  • Jim and Sandra McConnell
  • Doug McIntyre and Kimberly Wiefling
  • Gary and Sue McLaughlin
  • Rod and Peggy McMahan
  • A. Ken and Francine Meadors
  • Altona (Toni) Mefford
  • Joan Meininger
  • Lenore Meyer and Dale Meyer
  • W. J. Michaely and Jancy Rickman
  • Michele, Clark, Ray, Nick, Sera and Andi
  • Edward L. Middelton
  • Ken Mignosa and Tammy McCrory
  • Dave and Norah Miller
  • Bruce E. Mitchener
  • Timothy I. and Diane M. Molter
  • Mr. and Mrs. Larry Moore
  • Vicki Moore and Scott Chan
  • Beverly and Larry Moyer
  • Mary Mullen
  • Paul and Judy Myers
  • Jill Nelson Lynch
  • Greg Nelson
  • Ken and Dorothy Nelson
  • Linda Nelson
  • Jennifer Neumann
  • Claudia Newbold and Howard Schopman
  • Mr. and Mrs. Gus Norton
  • Mr. and Mrs. Bobby Nunes
  • Kevin and Bea Olsen
  • Brigitte and Paul Olson
  • Anthony Onorati and Brian Benamati
  • Serina and John Ortega
  • Russell S. Orten and Catherine G. Orten
  • Sharon Osberg
  • Duncan and Robin Owen
  • Julie Packard
  • Thomas W. Page
  • Patti Parks
  • Lorraine Parmer
  • Karen Patchen
  • Mrs. Jeanne E. Pauley
  • Janet Perry
  • Jaime and Makayla Pilanca
  • Alan Pomatto and Alison Jones-Pomatto
  • William Ponder
  • Deborah Port and Michael Heymann
  • Lorie Prouty
  • Jane Przeslica
  • Alan D. Rammer
  • Paul and Yuanbi Ramsay
  • Gary and Ellen Rauh
  • Deb Reichman
  • Don and Dorothy Reinke
  • Jeffrey M. Rice
  • Bob and Betty Ricks
  • Dennis W. Riddle
  • Larry and Kathi Ridley
  • Joan La Marr Roach
  • Craig and Laurel Robertson
  • Nick and Sian Robertson
  • Mr. and Mrs. Phillip Robidoux
  • Leigh and Eddie Robinson
  • Regina Rodriguez
  • Jack and Doreen Roth
  • Joan Roudenbush
  • Kim Rubin and Jan Hollander
  • Robert Ryon
  • Jeannette Saporito
  • Michael Scharfenstein
  • Jack Schiffhauer
  • Stuart and Lisbet Schlitt
  • Kay Schroer
  • Robert Schroer
  • Jeanine Schryer
  • Jeanette B. Sechrist
  • Glenn Seiler and Pamela Kearby
  • Linda Hiebert Sekiguchi
  • Larry and Shirley Selzle
  • Mr. and Mrs. Alfred Sharp
  • Ann Sheehan
  • Kathy Shields
  • Al and Joyce Siegling
  • Mr. and Mrs. Jack M. Sikorski and Family
  • C. Diane Silva
  • Manuel C. Simas
  • Suzette Cavanaugh Singer
  • Louis R. Sipos
  • Sally Hance Sirocky
  • Julie D. Smith
  • George Somero and Amy Anderson
  • John S. and Jacqueline A. Spaulding
  • Jeff and Tricia Spires
  • Mark, Suzanne, Rachael and Erin Spradley
  • Jeanne Sprague
  • Barbara and Douglas Spreng
  • Jerilyn Stalford
  • Marilyn A. Steinhart
  • Myra and James Steinwinder
  • Cynthia A. Stephenson
  • Jennifer Stern and Jeffrey Pugh
  • Denise Stevens and Quentin Panek
  • Mr. and Mrs. Thomas H. Stratton Jr.
  • Jane and Tom Sullivan
  • Raymond Szczesny and Paul Weintraub
  • Kathleen Talbert-Hill
  • Scott and Patricia Teaford
  • Michelle D. Terry and Samuel W. Terry
  • Leon Thomas and Betty Thomas Bird
  • Anne and Peter Thorp
  • Earl D. Thorp
  • Terri Tienken
  • Elaine Tobosa
  • Russell R. Tripp
  • Van Tunstall and Susan Churchill
  • John H. Tyler
  • Mr. and Mrs. Ronnie D. Usrey and Family
  • Richardo and Maria Vallejo
  • Donna Van Diepen
  • Celeste A. Ventura
  • Cynthia L. Vernon
  • Betty von Maszynski
  • Jeff and Dana Wagner
  • Harold and Wanda Wake
  • Mr. and Mrs. Chance Wales
  • Pamela J. Wangsness
  • Mr. and Mrs. James Watanabe
  • David K. Watson and Karen L. Kortlander
  • David and Doris Weindorf
  • Larry D. Welling
  • Michael and Marilynn Whitcomb
  • Skip Wickiser and Liza Horvath
  • Anne Mary Wilke
  • Cynthia K. Williams
  • Mr. and Mrs. John A. Williams
  • Bill Wohler and Lori Heyman
  • Christen and Edward Wise
  • Judith and Milton Wolf
  • Roger Wolf and Joann Johnson
  • Ed Wong
  • Doug Wood and Laura Burns-Wood
  • Pamela Wootten
  • Karen and Henry Work
  • Donald J. and Renate-Karin Wunsch
  • Chunlin Xue and Bin Yan
  • Adam and Eva Zeno