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Donor Advised Funds

  1. Philanthropic Choices: Good vs. Good

    Good vs. Good

    By Betsy Buchalter Adler, Board member Community Foundation for Monterey County, Principal Adler & Colvin (retired), Trustee and Program Officer, Claire Giannini Fund Good vs Good Imagine that you’re walking down Alvarado Street in downtown Monterey, on your way to get some coffee. You’ve got a nice crisp $5 bill in your pocket; you can easily afford a large pumpkin...

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  2. Ready, Set, Give – Monterey County Gives! 2016

    MontereyCountyGivesGuide2016

    Leverage Your Year-End Giving Monterey County Gives! is a community fundraising effort linking donors with participating area nonprofits. This year it kicks off with more than $600,000 in matching funds and challenge gifts. Now it’s your turn to support the “Big Ideas” of 123 local nonprofits. It’s a great way to leverage your year-end giving. In addition to donations directed to...

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  3. Investing in Education – Church Brothers -True Leaf Farms Scholarship

    Chruch Bros. True Leaf CFMC Scholarship

    By Josh Warburg, CFMC Philanthropic Services Officer Investing in the education of children of employees is “just the right thing to do,” says Brian Church, owner of Salinas-based Church Brothers – True Leaf Farms. The Salinas-based family-run produce, grower/processor and shipper has begun making a close-to home investment in the future of its workers by establishing a scholarship fund at the...

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  4. Thriving Communities by Julie Packard

    When We Work Together, Our Communities Thrive Throughout my life I have been driven by the values of my parents who instilled in us a deep commitment to our local community. Through my own work and as a trustee of the David and Lucile Packard Foundation, I have been fortunate to see the positive change that happens when people work...

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  5. Donor Advised Fund Enhances Philanthropy

    DonorAdvisedFundholder_Eimer_Cartwright

    Investing in the Community – Kevin Cartwright & Steve Eimer Kevin Cartwright and her husband Steve Eimer have long been investors in our community. They began working with the CFMC after a good year financially, and created the Eimer/Cartwright donor advised fund which eased their tax situation. “We had been aware of the Foundation’s great reputation,” said Kevin, “and after learning...

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  6. The Art of Giving – The Lenore and Dale Meyer Fund

    Lenore and Dale Meyer

    Dale Meyer, a transplant from glamorous Miami Beach, has had an illustrious life. Her late father, Hank, was legendary in the field of public relations in South Florida. He had a vital role in bringing more than 60 TV shows to originate in Miami Beach in the 1950s and 60s.  (The Jackie Gleason show twice aired a ballet performance of...

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  7. President’s Blog – Legacy Giving

    Legacy Giving The CFMC held its annual Legacy Society Luncheon on March 2. The Legacy Society is comprised of folks who have let us know they’ve included the CFMC in their estate plans, have established a charitable remainder trust or charitable gift annuity with the CFMC, have started an endowed fund, or made life gifts of $25,000 to any of...

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