Advisor Solutions

Advisor Solutions

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

  • Mark Johnson, Attorney, Johnson, Fantl & Kennifer, LLPI think Anita would be delighted with the careful consideration the CFMC has given to accomplish her wishes. – Mark Johnson, Attorney, Johnson, Fantl & Kennifer, LLP, on the Anita Tarr Turk Fund for Breast Cancer Research

  • Jennifer WalkerThe staff at CFMC is always accessible and helpful to my clients. They take the time to explain planned giving opportunities in a way that is not intimidating and they also provide thorough background information on local charitable organizations. I feel fortunate to have this resource available. – Jennifer L. Walker, Esq., Attorney Leach & Walker
  • Liza HorvathThe CFMC is a great resource for both donors in our community who are looking to make a difference and for our local nonprofits who benefit from both grants and the educational opportunities the foundation provides. – Liza Horvath, President, Monterey Trust Management

Why Partner With Us?

  • We work through you: You stay in control of your client relationships; we’re here to help serve your clients’ charitable giving needs.
  • We partner with you: We provide support, information, and expertise around charitable giving options.
  • 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 in most 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.