Legacy Society

  1. 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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  2. IRA Charitable Rollover – A Great Way to Give

    IRA Charitable Rollover

    Contributing from your IRA to a fund at the Community Foundation (IRA Charitable Rollover) is an easy way to reduce your tax burden and make a significant gift to support causes you care about. In retirement the IRS requires you to withdraw a certain amount (a required minimum distribution) from your IRA each year whether you need the funds or...

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  3. Creating a Legacy – Jim Valentine

    Creating a Legacy, and Peace of Mind Prior to retirement, a very busy Jim Valentine oversaw 16 skilled nursing facilities, was chief executive officer of a hospital and two retirement homes, and was a successful businessman. Accomplished, and charitable, Jim also owned some complicated assets that presented a quandary of how best to turn them into charitable gifts. “My interest in...

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  4. 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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  5. 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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  6. Creating a Legacy

    Many generous individuals and families choose the Community Foundation for Monterey County as their partner in philanthropy. Providing philanthropic resources through their estates allows the CFMC to truly be “here for good” – here forever, for the good of the community. It’s a testament to these visionary donors that last year the CFMC reached a milestone of more than $110...

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  7. Legacy Society Luncheon Celebrates Impact

    More than 150 guests attended the annual Legacy Society Luncheon on February 24 at the Monterey Plaza Hotel. President/CEO, Dan Baldwin gave a first glimpse into last year’s asset growth and record grantmaking. He emphasized that the foundation’s impact is only made possible thanks to those who have chosen the CFMC as their philanthropic partner.

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