Annual Report

Spring 2020 Newsletter
Guiding the Giving (Off  68)


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Giving Options

Some donors are interested in setting up funds or donating to CFMC's existing funds right away, while others are interested in including us in their est ate planning. There are various options of giving, including Outright (or lifetime) Gifts and Planned Gifts. Especially in the case of Charitable Remainder Gifts, we recommend the use of professional counsel in structuring, drafting, and reviewing all the tax implications for such charitable giving plans.

Many people choose to leave part of their estate to the CFMC through a bequest, insurance policy or other vehicle. We appreciate being informed of such planned gifts, and we honor those who've chosen to partner with us in this way by including them in our Legacy Society.

CompareGridIf you are considering the creation of a private foundation, we encourage you to explore the advantages a community foundation can offer. Please view this resource on Comparing Charitable Giving Options

Information about our investment and payout policies and our fee structure can be found in the Donor Resources section.

Dan_BaldwinFor more information or to talk about developing a personalized giving plan, please contact  President/CEO, Dan Baldwin, or call  831.375.9712.

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