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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Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills...
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IRS Supports Simplified Tax Code
Washington News
On June 21 IRS Commissioner John Koskinen spoke at the IRS Tax Policy Center Joint Research Conference in Washington. He explained that as IRS...
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