Planned Giving

Our goal is to help you achieve your philanthropic goals. There are many reasons and ways to give, and strengthen the communities we share in Monterey County and beyond. The Community Foundation can partner with you to make a difference now and in the future through charitable giving through your estate or will.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Zero-Tax Cash and Trust
Personal Planner
About 15 years ago Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she...
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White House Releases Tax Reform Plan
Washington News
On April 26 the White House released a one page outline of tax reform principles. The plan has the title, "2017 Tax Reform for Economic Growth and...
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