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.
Christine Dawson
Vice President of Philanthropic Services
831.375.9712 x126
Email Christine
Dan Baldwin
President/CEO
831.375.9712 x115
Email Dan