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Donor Advised Funds

  1. Year-End Giving – Ways to Give (& Receive Tax Benefits)

    End the Year Well

    As the end of the year approaches, you may be considering ways to integrate charitable giving into your financial planning in an uncertain tax environment. The Community Foundation for Monterey County (CFMC) offers a variety of philanthropic vehicles to help you achieve your goals. Although you could choose these options any time, they are particularly beneficial if you’ve had a...

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  2. Engaging the Next Generation in Giving

    Mahoney Family

    John and Ann Mahoney John and Ann Mahoney are long-time Monterey residents who give generously both of their time and resources. John was raised in California and earned his bachelor’s degree from UC Berkeley. He moved to Monterey from LA to “get off the treadmill” and began his real estate business, now Mahoney & Associates, in 1975. Ann was raised in...

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  3. Building Healthier Communities: The Hayward Family

    Bill and Adriana Hayward were inspired early in life by their parents. They were role models who gave thoughtfully and generously to causes that mattered to them. The Haywards count themselves very fortunate to be part of successful family businesses, which now involve the fourth and fifth generations. Sharing their Values Bill and Adriana are intentional about passing their values to their five children. At an...

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  4. Next Level Giving – Carmel Realty Co.

    Carmel Realty COmpany2017

    We interviewed Bill Mitchell, Managing Director, Carmel Realty Company, about partnering with the Community Foundation for Monterey County through the Carmel Realty Foundation, his company’s donor advised fund, to take their giving to the next level. The Carmel Realty Company (CRC) has a rich history and a reputation for integrity, longevity and excellence. Now in its fourth generation in local real...

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  5. Bill & Emmy Reese – Making Philanthropy a Family Value

    Donor advised fundholders Bill and Emmy Reese

    Bill Reese, a physicist and former Naval Postgraduate School professor, and Emmy, a visual artist, met in college in Portland, Oregon. Married 58 years, their values influenced one another over time. They didn’t want to focus on themselves, but rather the larger society and the world around them. Immersed in Causes They Care About When they were younger, they gave...

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  6. Creating a Legacy – Jim Valentine

    Creating a Legacy, and Peace of Mind Prior to retirement, a very busy Jim Valentine oversaw 16 skilled nursing facilities, was chief executive officer of a hospital and two retirement homes, and was a successful businessman. Accomplished, and charitable, Jim also owned some complicated assets that presented a quandary of how best to turn them into charitable gifts. “My interest in...

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  7. Giving with Purpose – Ken & Mary Wright

    Ken and Mary Wright Donor Advised Fund holders

    Ken and Mary Wright, CFMC Donor Advisor Fund Holders, share how they give with purpose. Ken is a CFMC board member and Soberanes Fire Grant Committee member, Mary is former CFMC board chair. Donor Advised Funds – Proactive Grantmaking Donor advised funds through the Community Foundation for Monterey County (CFMC) allow donors to really target very specifically what their interests are and allow...

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