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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Married Couples and Property
Personal Planner
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After...
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Tax Relief for Hurricane Irma Victims
Washington News
In a series of letters this week, the IRS announced three types of tax relief for victims of Hurricane Irma who are from Florida, Puerto Rico or the...
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