Advisor Toolkit
The following materials were developed by the Community Foundation to help individuals, families, and businesses achieve their charitable and financial goals. If you would like fund guidelines or sample fund or bequest language, please contact Tobi Marcus, Director of Resource Development or call 831.375.9712 x126. Or for more information, contact President/CEO, Dan Baldwin or call 831.375.9712, x115.
General Information about the Foundation
About the Community Foundation
Vision, Mission and Values
What is a Community Foundation?
Fund Information, Policies, and Guidelines
Compare Giving Options
Charitable Funds Overview
A Personal Approach to Giving - Donor Advised Funds Advantages of Donor Advised Funds
Agency Stewardship Funds
Charitable Instruments (Giving Methods)
Confirmed in Compliance with National