The Legacy Society
Your planned gift to the Community Foundation for Monterey County will have meaning and impact for years to come. We honor those who have made a lasting commitment to our community by including charitable gifts to the foundation in their estate.
Those who remember the foundation through a will, trust, designation or other planned gift, are invited to join in the Community Foundation’s Legacy Society, recognizing this special form of lasting philanthropy.
Involvement in the Legacy Society gives you the opportunity to enjoy the company of others who, like yourself, care about leaving a legacy to protect and strengthen this community. Each year, the community foundation holds an exclusive annual event for Legacy Society members. Members are recognized in community foundation publications and at events such as our annual meeting.
You may always choose to remain anonymous in your philanthropy with the Community Foundation. However, participation in the Legacy Society can be an inspirational experience, and may encourage others to look toward the future and how they too may have an enduring impact on the causes they care about.
Getting started is easy
- Inform your professional advisor that you plan to make a charitable provision in your will.
- You or your advisor can inform the Foundation’s staff of this provision.
- We help establish your personal legacy of giving—and invite you to join with other caring community members who belong to the Legacy Society.
If you’ve already included the Community Foundation in your will, we encourage you to let us know so that we may enter your name on the Legacy Society’s Scroll of Honor.
For more information contact President/CEO, Todd Lueders or call 831.375.9712 x115.
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