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 honors those who have named 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.
The following people have partnered with the Community Foundation for Monterey County to create their legacy and become Legacy Society members:
*In Memoriam
If you have included the CFMC in your estate plans and would like to be part of the Legacy Society, please let us know so we may recognize your generosity.
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 return 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 Private Wealth and the wine compliments of Scheid Family Wines.
We feel very comfortable making legacy gifts to the Foundation knowing that it will be a good steward of our donations and will make grants that are relevant to the most pressing future needs. The long-term stability of nonprofits in Monterey County can be enhanced and secured with legacy donations.
We feel very comfortable making legacy gifts to the Foundation knowing that it will be a good steward of our donations and will make grants that are relevant to the most pressing future needs. The long-term stability of nonprofits in Monterey County can be enhanced and secured with legacy donations.
It’s all in place. It will continue after I’m gone. Just knowing you’re helping someone feels good.
It’s all in place. It will continue after I’m gone. Just knowing you’re helping someone feels good.
As an individual without family heirs, it’s reassuring to know that even after my life, CFMC will be “Here for Good “ providing competent investment management and careful grantmaking so our assets can continue to support causes in the community we loved so much.
As an individual without family heirs, it’s reassuring to know that even after my life, CFMC will be “Here for Good “ providing competent investment management and careful grantmaking so our assets can continue to support causes in the community we loved so much.
Senior Vice President Philanthropic Services
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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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