Create a Legacy

Create a Legacy

How will you express your values, experiences and interests to the next generation? With thoughtful estate planning now, you can be assured your assets will be directed to the causes you care about most.

  • Nancy and Bill Doolittle - Legacy GiftsWe feel very comfortable making legacy gifts to the Foundation knowing that it will be a good steward of our donations and will make grants that are relevant to the most pressing future needs. The long-term stability of nonprofits in Monterey County can be enhanced and secured with legacy donations. – Bill and Nancy Doolittle
  • nancy-ausonioIt’s all in place. It will continue after I’m gone. Just knowing you’re helping someone feels good. – Nancy Ausonio, CFMC fund holder, Legacy Society Member
  • jwendlandAs an individual without family heirs, it’s reassuring to know that even after my like, CFMC will be “Here for Good “ providing competent investment management and careful grantmaking so our assets can continue to support causes in the community we loved so much. – Jackie Wendland

The Legacy Society recognizes individuals who have remembered the CFMC in their estate plan, made the foundation the beneficiary of life-income gifts or established an endowed fund during their lifetime.

How it Works

  • You include the CFMC as a beneficiary of your will or trust. We can help you or your attorney with sample bequest language.
  • You determine the type of fund you would like to establish with your gift.
  • Your charitable gift is excluded from your assets for estate tax purposes.
  • Your gift creates a permanent source of community capital, helping to do good work forever.

You can make a legacy gift through:

Planned Giving Resources

PlannedGivingGuideCover

Download or request a copy of our Guide to Planned Giving for an overview of available options.

 Planned Giving Guide

Visit our online Planned Giving Center for resources to help you plan your legacy, including a confidential wills planner. We are happy to partner with you and your professional advisor to help maximize the impact of your philanthropy. While we publicly recognize those who have notified us of their plans, we also appreciate and honor the wishes of those who wish to remain anonymous.

Legacy Society Members

Legacy Society Members

The following individuals and couples have joined the Legacy Society:

  • Anonymous (5)
  • Tonya and Rick Antle
  • Yvonne A. Ascher and Leonard Laub
  • Tony Ayres
  • Daniel R. Baldwin and Anne Ylvisaker
  • Robert P. Balles
  • Arlene Barr
  • Nancy L. Bartell
  • John B. Bergin*
  • Paul P. Bianchi
  • Nancy Bletzer
  • Joyce Blevins
  • James W. Bogart
  • Thomas Bohnen
  • Jay and Ann Brown
  • Julie A. Cason and Lisa K. Crawley
  • Joseph* and Betty Chaffers
  • Mishka Chudilowsky and Henry Azama
  • Julie Conrad
  • Katherine M. Coopman
  • Margaret D’Arrigo-Martin
  • Robert N. Danzinger and Martha Drexler Lynn
  • Larry Davidson and Beverly Dekker-Davidson, Dekker Davidson Foundation
  • Wallace F. and Lucille Davis*
  • Christine Dawson
  • Steve and Sona Dennis
  • Martin Dodd*
  • William and Nancy Doolittle
  • Julie Drezner
  • Stephen Eimer and Kevin Ann Cartwright
  • Frances H. Elgan*
  • Roberta Elliott
  • Norma Esselstyn
  • Lowel I. Figen
  • Cyrus and Jean Fitton
  • Crawford E. and Linda P. Foy
  • Susie and Charly Franklin
  • Joel S. and Dena Gambord
  • James and Jeri Gattis
  • Donald and Frances Gaver
  • Rodney Guilfoil*
  • Terry Haber
  • Lyle Hall
  • Ruth Hartmann
  • Peter C. Hatton
  • Virginia O. Hawes
  • Dick Hawkinson*
  • Thomas Hawley
  • Carol and Don Hilburn
  • Richard Hobley and Deborah Steel
  • Jeffrey and Amanda Holder
  • Jeanne S. Holmquist
  • Robert and Millie House
  • Chris and Toula Hubbard
  • Jack Jewett
  • Craig and Christine Johnson
  • Joanne Taylor Johnson
  • Mark and Susan Johnson
  • Colburn and Alana Jones
  • Karen D. Kadushin
  • Mary Ann Kane
  • Rick and Martha Kennifer
  • Alice V. Kinsler
  • Paul Lawrence and Marion Buccafurni
  • Douglas C. Lee
  • Jennifer Levey
  • David S. and Norma Lewis
  • Esther H. Lindsey
  • Robert H. Lindsey
  • Todd Lueders
  • Valera W. Lyles
  • Tom and Kathy Macdonald
  • John and Ann Mahoney
  • Jan and Tannie Mandel
  • Roger and Carolann Manley
  • Michael and Tobi Marcus
  • Joseph A. and Sheila Mark
  • Jan McAlister
  • Sherrie McCullough
  • Terry A. McHenry and Joan Smith McHenry
  • Thomas D. Melville
  • Lenore Meyer*
  • Malcolm and Joanne Millard
  • Sidney Morris
  • Tony and Lary Muller
  • Alec and Kim Murdock
  • David M. Nee
  • Vicki Nelson
  • Diane R. Nonella
  • F. Robert Nunes
  • Alfred P. Oliverio
  • Charles Olvis and Miranda Morris
  • Mike and Mary Orradre
  • Nicholas M. and Nicollette Pasculli
  • John Phillips and June Dunbar Phillips
  • Gregory A. and Winoma Plaskett
  • Margaret L. Radunich
  • Rex and Joan Reade
  • Reid-Robnett Family Trust
  • Paul Rochester
  • Lee and Shirley Rosen
  • Jean Rudolph* the Lauralie Irvine Foundation
  • James C. Sanders
  • Kenneth C. Schley
  • Carol Shade
  • JeriAnn Shapiro
  • Connie Shelstad
  • Robert B. Sheppard*
  • Janet L. Shing
  • Sidney Sue Slade
  • Madison Smith*
  • Pamela D. Smith
  • Charles and Leslie Snorf
  • George Somero and Amy Anderson
  • David and Maryanne Spradling
  • Jean Stallings
  • Loren Steck and Annette Yee Steck
  • Judy Sulsona and Bill Rawson
  • Tom Sweeney
  • Robert and Leslie Taylor
  • Fredrick W. Terman and Nan Borreson
  • Brian Thayer
  • Peter and Anne Thorp
  • Vincent and Evelyn Torras
  • William H. and Susanne S. Tyler, III
  • Patricia Tynan-Chapman
  • William Umeki
  • James R. Valentine
  • Robin Venuti and Joseph Rock
  • Jacqueline Wendland
  • Benjamin and Mary Ann Whitten
  • Nels P. and Jill Wiegand
  • Kenneth and Mary Wright
  • Richard Zahm

*In Memoriam