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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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then...
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Will Tax Reform Include New Charitable Deductions?
Washington News
As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand charitable giving. This week,...
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