Resources

Bequest Language

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.

Find Best Gift

To help you determine your ideal gift to The CFMC, we offer an easy-to-use web tool. It's just a few questions. Give it a try!

Compare Gifts

The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.

Advisor Resources

If you are advising a client who is considering a planned gift or bequest to Community Foundation for Monterey County, we welcome the opportunity to work with you in helping your client.

Gift Calculator

Try our gift calculator to personalize the gift you are interested in making to Community Foundation for Monterey County.

Additional Information for Advisors

Visit our content library to learn more about how to help your clients reach their charitable goals. 

Additional Information for Donors

Visit our content library to learn more about how you can reach your charitable goals.

If you have included the CFMC in your estate plans and would like to be part of the Legacy Society, please let us know so we may recognize your generosity.