How will you express your values, experiences and interests to the next generation? With thoughtful gift and estate planning now, you can be assured your charitable wishes will be fulfilled to benefit the causes you care about most.
The Legacy Society are a visionary group of people who have partnered with the Community Foundation for Monterey County in their estate plans, made the Foundation the beneficiary of life-income gifts, or established an endowed fund. Members are invited to an annual appreciation lunch to celebrate the impact of legacy giving. We thank all those who have made this important decision.Â
The following people have partnered with the Community Foundation for Monterey County to create their legacy and become Legacy Society members:
*In Memoriam
Slideshow of the 2025 Legacy Society Luncheon at the Inn at Spanish Bay.
If you have already included the CFMC in your estate, please let us know so we may recognize your generosity. While we recognize those who have notified us of their plans, Legacy Society members may also choose to remain anonymous.
If you are interested in becoming a Legacy Society member, please contact us or complete the form below, so we can help you explore the many choices available. We will work with you and your professional advisor to create the best solution for you and lasting benefit for others.
Thank you to our event sponsors: Presenting Sponsor, Walker & Reed Attorneys at Law P.C.; Partner in Philanthropy, Integris Wealth Management; Friends of the Foundation, Carmel Gives and Monterey Trust Management; the wine compliments of Scheid Family Wines and special thanks to the Inn at Spanish Bay.
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