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Spring 2020 Newsletter
Guiding the Giving (Off  68)
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Advisor Toolkit

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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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