Additional Information for Advisors

Life Income Gifts

A life income gift is a great option for those clients that want to make a difference while also ensuring they have a reliable income. These gifts can provide payments to the donor or others for one or more lifetimes. Here, we describe two options that may be a great choice for your clients and their charitable goals.

Planned Giving Options

Advisors add expertise and depth to the advisor-client relationship by engaging clients about not only their financial goals, but also their values and charitable interests. The Community Foundation for Monterey County (CFMC) is committed to helping you create the best gift plans to meet your clients’ needs. Learn more about the types of gifts and strategies your clients can consider.

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.