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Spring 2020 Newsletter
Guiding the Giving (Off  68)


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Advisor Toolkit

The following materials were developed by the Community Foundation to help individuals, families, and businesses achieve their philanthropic goals. If you would like more information, please contact, Dan Baldwin, President/CEO or call 831.375.9712 x115.

General Information

AboutCFMCAbout the Community Foundation

Vision, Mission and Values 

What is a Community Foundation?


Fund Information, Policies, and Guidelines

Charitable Funds Overview

Charitable Instruments

Compare Giving Options 
(DA Funds vs Private Foundations)

Philanthropic Services &
Donor Advised Funds

Private & Family
Foundation Services

Corporate Funds

Charitable Gift Annuities

Agency Stewardship Funds

Investment FAQs

Investment Policy

Donor Recommended
Investment Management

Fund Types and Fees

Creating a Legacy

The Legacy Society

Sample Bequest Language

Legacy Society
Membership Form

CFMC Wills Guide

CNElogo Workshop Calendar Community Impact Grants Women's Fund

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