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