Donor advised funds at the CFMC maximize the impact of individual, family or corporate giving and help you fulfill your philanthropic vision.
A donor advised fund can be created quickly and easily with a gift of $5,000 or more. With our experienced and dedicated staff, the CFMC is a resource that provides information, advice and personalized service to help you meet your philanthropic goals. A donor advised fund is simpler, more flexible and less costly than a private or family foundation.
Working with the CFMC opened doors to find the right local people and agencies for the programs that are important to us. The CFMC’s efforts and community knowledge added considerably to their effectiveness.
You make a gift to the CFMC and receive an immediate tax benefit. A fund is established in your name, in the name of your family or business, or in honor of any person or organization you choose.
Your fund can benefit from inclusion in our investment pool, including our primary, medium term, and ESG portfolios, or you can maintain an existing relationship with your trusted investment advisor with Donor Recommended Investment Management.
There are many advantages to carrying out your philanthropy through a donor advised fund with us. Some private foundations utilize a donor advised fund to facilitate their grantmaking. We also offer a wide range of customized administrative and grantmaking services for private and family foundations.
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Community Foundation for Monterey County
Monterey Office
2354 Garden Road
Monterey, CA 93940
Salinas Office
945 South Main Street, Suite 207
Salinas, CA 93901
Home page background photos
courtesy of Chris Burnham
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