Designing Your Philanthropic Vision

Designing Your Philanthropic Vision

Christine DawsonBy Christine Dawson, Vice President of Philanthropic Services, Community Foundation for Monterey County

No matter where you are on your philanthropic journey, taking a moment to reflect on where you want to go can be beneficial.

The Community Foundation for Monterey County can help you give with purpose.

The Philanthropic Services team is able to provide strategic guidance and research and organize site visits for fund holders.

We can help you enhance your philanthropy and develop your unique giving plan. – Christine Dawson, Vice President of Philanthropic Services

You can identify areas of interest and grantmaking opportunities, create a charitable mission statement and establish a giving plan.

Nancy Ausonio, Ausonio Family Fund of the CFMC, Advisory Board Member, Northern Monterey County FoundationI’ve been able to involve my family in philanthropy, and help establish a new fund to strengthen North Monterey County.” – Nancy Ausonio, Ausonio Family Fund of the CFMC, Advisory Board Member, Northern Monterey County Foundation (right, with daughter Linda Ausonio Grier)

Six Key Questions to Consider

  • What do I want my giving to do?
  • Why do I want to do this?
  • How will it achieve my philanthropic goals?
  • What am I passionate about?
  • What are my key values?
  • What’s the time period for my actions?

Next Steps

Next steps may include identifying patterns in your values and areas of interest, learning about new and emerging giving opportunities, and deepening your understanding of the issues, nonprofits and communities you care most about.

Create a Giving Plan

Creating a giving plan can help you achieve meaningful impact with your philanthropy. The CFMC offers guidance and insight on best practices to help you transform your values into goals and objectives. Give us a call at 831.375.9712 for a personalized consultation, or visit www.cfmco.org/Donors.