Leave a Lasting Legacy

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

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.

How it Works

  • You include the CFMC as a beneficiary of your will or trust to benefit the nonprofit(s) of your choice
  • You determine the type of fund you would like to establish
  • Your charitable gift is excluded from your assets for estate tax purposes
  • Your gift creates a legacy of your values, helping to do good work in Monterey County and beyond

Legacy Society Members

The following people have partnered with the Community Foundation for Monterey County to create their legacy and become Legacy Society members:

  • Anonymous (13)
  • Mrs. Wilber K. Amonette*
  • Tonya and Rick* Antle
  • Yvonne A. Ascher and Leonard Laub
  • Nancy Ausonio
  • Tony Ayres*
  • Daniel R. Baldwin and Anne Ylvisaker
  • Robert P. Balles*
  • Nancy L. Bartell
  • Ingrid V. Bartels
  • Peggy Downes Baskin*
  • Lisa Bennett and Robin White
  • John B. Bergin*
  • Danny Bernstein and Leslie Steinway
  • Paul P. Bianchi
  • Nancy Bletzer*
  • Joyce Blevins and Katherine M. Coopman
  • James W. Bogart
  • Thomas Bohnen
  • Teri Breschini
  • Stephen and Barbara Brooks
  • Jay and Ann Brown
  • William Parker Bullard and Jessica Frischling
  • Joni Caldwell
  • Julie A. Cason and Lisa K. Crawley
  • Joseph and Betty Chaffers*
  • Mishka Chudilowsky and Henry Azama
  • Mary J. Clapper*
  • Jim and Marie Colbert
  • Arthur Connell*
  • Julie Conrad
  • Margaret D’Arrigo
  • Leland and Gloria Dake*
  • Robert N. Danziger* and Martha Drexler Lynn
  • Larry Davidson and Beverly Dekker-Davidson*
  • Wallace F. and Lucille Davis*
  • Christine Dawson
  • John and Gail Delorey
  • Steve and Sona Dennis
  • Sarah Diehl and Clay Moltz
  • Martin Dodd*
  • Meg Donat
  • Natasha M. Doner
  • Dr. William Donovan
  • William and Nancy Doolittle
  • Julie Drezner
  • Jean Duff
  • Stephen Eimer and Kevin Ann Cartwright
  • Frances H. Elgan*
  • Bertie Bialek Elliott
  • Sharlene Erwin
  • Norma Esselstyn
  • Lowel I. Figen*
  • Cyrus and Jean Fitton*
  • Anne R. Fitzpatrick
  • Sandra Forman
  • Jeffrey Fowler
  • Crawford E.* and Linda P. Foy
  • Susie* and Charly Franklin
  • Joan M. Franz
  • Allen Fuhs*
  • John and Laura Gamble
  • Joel S. and Dena Gambord
  • James and Jeri Gattis
  • Donald* and Frances Gaver
  • Edward and Laura* Geiger
  • Kevin Gilman
  • Lupe Gomez*
  • Mary Green-Kight
  • Rodney Guilfoil*
  • Terry Haber*
  • Bernard E. Hanly
  • Ruth Hartmann*
  • Peter C. Hatton*
  • Virginia O. Hawes
  • Dick Hawkinson*
  • Thomas Hawley
  • Holly and Jeff Haynes
  • Peter* and Jacqueline Henning
  • Joseph and Elizabeth Heston
  • Carol and Don Hilburn
  • Peter Hiller and Celeste Williams
  • Richard Hobley and Deborah Steel
  • Jeffrey and Amanda Holder
  • Beverly D. Holloway
  • Jeanne S. Holmquist*
  • Tom Hopkins
  • Robert and Millie House
  • Chris and Toula Hubbard
  • Kip and Jay Hudson
  • Vince Huth
  • Gloria and Michael Ipson
  • Dee Irvine
  • Jack Jewett
  • Craig and Christine Johnson
  • Mark and Susan Johnson
  • Colburn and Alana Jones
  • Joanne K. Juarez
  • Karen Judkins and Steven Wade
  • Deborah Juran
  • Karen D. Kadushin
  • William and Cheryl Kampe
  • Mary Ann Kane*
  • Rick and Martha Kennifer
  • Capt. Steven D. Kesselring and Jean M. Forrest
  • Alice V. Kinsler
  • Catherine Kobrinsky Evans
  • Mary Koch
  • Butch and Patte Kronlund
  • Paul Lawrence* and Marion Buccafurni
  • Douglas C. Lee
  • Laurel Lee- Alexander
  • Pam and Gifford Lehman
  • Brian and Carol LeNeve
  • Jennifer Levey
  • Jack and Angeleke Levy
  • David S. and Norma Lewis*
  • Esther H. Lindsey*
  • Robert H. Lindsey
  • Karin T. Locke
  • Salvatore and Ada Maria Lucido
  • Todd Lueders
  • Valera W. Lyles
  • Tom and Kathy Macdonald
  • Betsy MacGowan
  • John and Ann Mahoney
  • Jan and Tannie Mandel*
  • Roger and Carolann Manley
  • Michael and Tobi Marcus
  • Joseph A. and Sheila Mark
  • Dr. William McAfee*
  • Jan McAlister
  • Sherrie McCullough
  • Terry A. McHenry and Joan Smith McHenry
  • Thomas D. Melville
  • Lenore Meyer*
  • Malcolm* and Joanne Millard
  • James and Barbara Miller*
  • Patricia Monahan
  • Sidney Morris
  • Leslie Mulford
  • Tony and Lary Muller
  • David M. Nee
  • Gary O. and Diane Nelson
  • Vicki Nelson
  • Diane R. Nonella
  • F. Robert Nunes*
  • Dan O’Brien
  • Alfred P. Oliverio
  • John and Tama Olver
  • Charles Olvis and Miranda Morris
  • Mike and Mary Orradre
  • Richard Ruh and Wendy Palmer
  • Nicholas M. Pasculli
  • Barbara Paul and Tom LaFaille
  • Ken Petersen
  • John Phillips* and June Dunbar Phillips
  • Gregory A. and Winoma Plaskett
  • Rex* and Joan Reade
  • Donna Hart Reid*
  • Michael Reid and Bill Robnett
  • Eugene and Maya Rizzo
  • Dr. Laurel Robertson
  • Paul Rochester*
  • Lee and Shirley Rosen
  • Jean Rudolph* trustee, The Lauralie Irvine Foundation
  • James C. Sanders*
  • John C. Sanders
  • Eleanor Satow
  • Kenneth C. Schley*
  • Steven Paul Schmidt
  • Maria Salazar Segovia
  • Carol Shade*
  • Connie Shelstad*
  • Robert B. Sheppard*
  • Mimi Sheridan
  • Janet L. Shing
  • Marvin Silverman
  • The Simon Family
  • Laura Sinks
  • Mary Skipwith
  • Sidney Sue Slade
  • Jim & Jill Sleeper
  • Madison Smith*
  • Pamela D. Smith*
  • Charles and Leslie Snorf*
  • George Somero and Amy Anderson
  • David and Maryanne Spradling
  • Elizabeth Stacey and Wayne Peter Marien
  • Jean Stallings
  • Loren Steck and Annette Yee Steck
  • Judy Sulsona and Bill Rawson
  • Tom Sweeney
  • Lawrence A. Tartaglino
  • Joanne Taylor
  • Robert and Leslie Taylor
  • Fredrick W. Terman* and Nan Borreson
  • Shirley Thackara*
  • Michael and Cindy Lee Thatcher
  • Brian Thayer
  • Peter and Anne* Thorp
  • Vincent and Evelyn Torras*
  • William H.* and Susanne S. Tyler, III
  • Patricia Tynan-Chapman*
  • William Umeki
  • James R. Valentine*
  • Jan Vanderbilt
  • Robin Venuti and Joseph Rock*
  • Arlene Wall
  • Daphne and Stuart Wells
  • Jacqueline Wendland
  • Benjamin and Mary Ann Whitten
  • Nels P. and Jill Wiegand
  • J. Williamson
  • Martin R. Wolf
  • Kenneth and Mary Wright
  • Richard Zahm*

*In Memoriam

Ways to Give

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.

Become a Legacy Society Member

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.

2024 Legacy of Giving Luncheon

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.

Newsletter

Sign up to our newsletter

© 2024 Copyright The Community Foundation for Monterey County.
CFMC
Skip to content