Advisors

As your partner in charitable giving, the CFMC can help achieve success for you,
your clients and the community.

Why Partner With Us?

We partner with you: We provide support, information, and expertise around charitable giving options.
We work through you: You stay in control of your client relationships; we’re here to help serve your clients’ charitable giving needs.
We help you build stronger relationships: Your clients will appreciate the charitable impact and tax advantages you help them achieve with the CFMC.
We help you connect across generations: When you help families establish a fund you begin an ongoing process of involvement with current and future generations.

Benefits for Clients

Simplicity – A fund with the CFMC is an easy, low-cost alternative to forming and administering a private foundation.
Tax Benefits – Contributions to the CFMC offer maximum federal and state tax benefits inmost cases.
Flexibility – The CFMC accepts a wide variety of gifts – including cash, stock, and real estate.
Community Impact – CFMC staff is deeply involved with the needs in the community and can direct grants to high-impact organizations.
Stability– The CFMC has been a trustworthy steward of philanthropic resources since 1945. We are confirmed in compliance with rigorous national standards.
Transparency – CFMC standards for investment performance, donor services and grantmaking are published and publicly available. Investment decisions are made by a committee with expertise in investment analysis and reviewed by an independent consulting firm.

Planned Giving

Our Planned Giving Center offers information and tools to help you serve your clients. We can help you navigate the many options available for charitable giving in partnership with the Community Foundation for Monterey County.

Planned Giving Center

Advisor Solutions Newsletters

Sign Up to Stay in Touch

Guide to Gift Planning

This guide offers an explanation of various giving vehicles to simplify gift planning. Please let us know if you would like printed copies for your office.