Annual Report

Spring 2020 Newsletter
Guiding the Giving (Off  68)


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Donor Advised Funds

LaryLynn_and_Tony_MullerDonor Advised Funds at the CFMC maximize the impact of individual, family or corporate giving and help you fulfill your philanthropic vision. A Donor Advised Fund is easier, more flexible and less costly than a private or family foundation. The CFMC has a long history and deep connections with the local nonprofit community. With our experienced, professional, and dedicated staff, the CFMC is a resource that can provide information, advice and personalized service to help you meet your philanthropic goals. For more information contact President/CEO, Dan Baldwin or call 831.375.9712 x115.

"Working with the CFMC opened doors to find the right local people and agencies for the programs that are important to us. The CFMC's efforts and community knowledge added considerably to their effectiveness." Fund holders Lary Lynn and Tony Muller

PhiilanthropicServicesFrontOpening a Donor Advised Fund

You make a gift to the CFMC, then remain actively involved in giving to the causes you care about most. Your fund can be endowed (a percentage of the fund is available to grant) or non-endowed (any part of the fund can be granted at any time).


Benefits - from Gift to Grant

  • Establish a fund today and make grant recommendations now or in the future.
  • Receive an immediate tax deduction at the time of your donation.
  • Receive grantmaking assistance from staff.
  • One tax deductible gift can support multiple organizations.
  • Your grants can be combined with others to increase impact.
  • Simplify your recordkeeping and administration.
  • Donor advised funds are less costly and easier to administer than other forms of philanthropic giving (such as family or corporate foundations).
  • You can add to the fund at any time, receiving tax benefits with each new gift, or include the fund in a legacy gift through your estate.

How it Works - it's Simple

  • You make a gift to the CFMC - you can use cash, appreciated stocks, real estate or other assets.
  • A fund is established in your name, in the name of your family or business, or in honor of any person or organization you choose.
  • You receive tax benefits in the year your gift is made.
  • You recommend grants from your fund - working with our professional program staff to support the causes and organizations you care about most.
  • Your grants are presented to the CFMC board for approval.
  • We handle all administrative details and issue grants to nonprofits in the name of your fund. (If you prefer, grants can be made anonymously).

Corporate Funds - Maximizing Your Giving

CorporateFundsThe CFMC offers custom services to help your company plan, govern and operate your community philanthropy. We can help develop a corporate giving program tailored to your company's interest areas and giving priorities. A corporate fund offers tax advantages, increased flexibility and customized services to support your charitable mission. Through grantmaking support, administrative services and personalization, the CFMC is your partner in philanthropy.

Donor Advised Grant Recommendations

Fund holders can DonorCentralButtonmake recommendations from their funds 24/7 online via DonorCentral or by mail with the Grant Recommendation Form. 

Grant Recommendation Form

"I've been having fun as a Donor Advisor since 1999.  I recommend the Community Foundation as THE place to go if you are motivated to make Monterey County a better place, OR if you're interested in saving taxes."
Thomas Hart Hawley, Estate Planning, Probate and Trust Attorney


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