Confused by all the different gift types? Don't be.
Giving to Community Foundation for Monterey County is easy when you know what's available. To help you understand all the differences involved, we've made a simple interactive chart to help you compare, contrast, and understand all the gift types and asset classes available.
Select up to three gift types to compare.
| Your Goal | Your Gift |
|---|---|
| A gift that pays fixed annual payments. | |
| A trust that pays fixed annual payments. | |
| A trust that pays variable annual payments. | |
| A gift that reduces taxes upon your estate. | |
| Give your home and continue to live there. | |
| Give retirement assets to help avoid taxes. | |
| A revocable gift upon your death. | |
| Use insurance assets to help avoid taxes. | |
| A gift that gives immediate benefits. | |
| The simplest gift is a gift of cash. | |
| Avoid taxes on the sale of real estate. | |
