Plan Your Legacy

A Meaningful Gift

When you make an investment in the future of organizations you care about, you can have peace of mind knowing your values will be communicated beyond your lifetime. Whether you begin your giving now or through your estate, the Community Foundation for Monterey County can help you realize your unique philanthropic vision.

Benefits of Planned Giving

You can design a planned gift in many ways that benefit you, your family and organizations that make a difference.

  • Make gifts that “give back” to you. Some gifts can provide extra retirement income.
  • Support the causes you care about while maximizing the financial advantages available.
  • Defer or reduce estate taxes.
  • Honor someone special through a named fund.

COVID-19 & Planned Giving (CARES Act)

The CARES Act (3/27/2020) includes changes to the tax code that affect charitable giving, notably a relaxing of the AGI limits and a suspension of the RMD requirements for 2020. Learn more. 


The CFMC carries out each donor’s wishes so you can have peace of mind knowing your intentions will be honored in the future. With a planned gift, you can partner with the CFMC to make a difference for generations to come.