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Donor Advised Funds

  1. Year-End Giving Strategies & Deadlines

    Year-End Giving

    Giving Options There are many ways to integrate charitable giving into your financial planning in 2018. The Community Foundation for Monterey County (CFMC) can help. You can give to causes you care about while gaining maximum tax benefit.” – Christine Dawson, Vice President of Philanthropic Services Each of these options offer tax advantages and can help you make a meaningful...

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  2. President’s Blog: Donor Advised Funds – Creating Impact

    Donor advised funds

    By Daniel R. Baldwin, President/CEO Community Foundation for Monterey County For the past several months, Donor Advised Funds (DAFs) have been the subject of considerable negative press. And by association community foundations have been drawn into the discussion. Questions about DAFs have been raised in some quarters for many years, especially since financial services providers such as Fidelity and Schwab...

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  3. The Trinidad & Lupe Gomez Family Fund

    Gomez Family with Photo

    The American Dream From humble roots Trinidad and Lupe Gomez epitomize the American Dream. Both were from migrant farmworker families who followed the crops in California before settling in Gonzales.  “Trini” left school at the age of 12 to work the fields and help support his family. Lupe was a year short of completing high school when she too had...

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  4. Amy Anderson & George Somero: Living & Giving in Harmony

    Amy Anderson & George Somero partnered with the CFMC to craft their giving

    George Somero, from Minnesota, and Amy Anderson, a California native, connected over their shared love of biology on a research vessel to the Galapagos Islands to study the creatures found in the nearby deep-sea hydrothermal vents. Both Ph.D.’s in Biology, she from U.C. Santa Barbara, he from Stanford, they served as faculty for Oregon State University before moving to the...

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  5. Read our 2017 Annual Report

    2017 CFMC Annual Report

    Opportunity & Impact:2017 Annual Report Opportunity and Impact: words that are important to the Community Foundation for Monterey County Whether through grantmaking or the development of new initiatives, we seek opportunities that will make deep impact on our communities. This also takes form in our resource development efforts, as donor advisors or those working on their estate plans seek a...

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  6. Generation to Generation – Planning Your Succession of Giving

    Legacy Planning

    By Betsy Buchalter Adler, Guest Blogger, Community Foundation for Monterey County Board member, Donor Educator Series Presenter In my parents’ modest home, back in the 1950s, there was a “pushke” – a small tin box with a slot in the top for coins. At the end of his workday, when my father emptied his pockets, the change went into the pushke....

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  7. Scientist to Philanthropist – Dr. Allen E. Fuhs

    Dr. Allen Fuhs

    Dr. Allen E. Fuhs really is a rocket scientist. An engineer, scientist, professor, and author with a distinguished career in engineering and aeronautics, he has now channeled his lifelong passion for education and science into philanthropy. Dr. Fuhs: Rocket Scientist Dr. Fuhs’ life has been defined by hard work and education. He earned a bachelor’s degree in Mechanical Engineering at...

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