Planned Giving

Our goal is to help you achieve your philanthropic goals. There are many reasons and ways to give, and strengthen the communities we share in Monterey County and beyond. The Community Foundation can partner with you to make a difference now and in the future through charitable giving through your estate or will.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the...
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IRS Summertime Tax Tips
Washington News
In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and...
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