Planned Giving Options

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit the nonprofit of your choice.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Life Income Gifts

Planned giving is a great way to support the nonprofit of your choice] while generating income for yourself and your family. Learn about the gifts that allow you to give to CFMC while generating income for yourself and your family. The new – and higher – gift annuity rates announced are generating great interest from our supporters.

Charitable Lead Trust

Make a substantial gift to Community Foundation for Monterey County in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Retained Life Estates

Donate your home, farm or a second home to CFMC and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

Bargain Sale

Receive immediate cash and make a gift to Community Foundation for Monterey County by selling to us a valuable asset, such as real estate, for less than it is worth.