Types of Funds

When you establish a fund, we handle all the administrative details. Our professional program staff continually monitors changing community needs so you can be sure grants made in the name of the fund make the most impact and support your personal legacy of giving.

We offer a variety of fund types to help meet your philanthropic goals:

Donor Advised Funds

You receive immediate tax benefits and work with our experienced staff identifying ways to make grants from your fund to address the issues and needs you care about most. Read More

Giving with Purpose – Ken and Mary Wright

Unrestricted Funds

Your gift can address ever-changing community needs, including future needs that often cannot be anticipated at the time your gift is made. The flexibility of your unrestricted gift enables our staff to evaluate all aspects of community well-being and respond to Monterey County’s most pressing needs, today and tomorrow. Read More

Field of Interest Funds

You target your gift to address needs in an interest area of importance to you. Arts, environment, seniors, at-risk youth or whatever you wish. You identify your personal interest area when making your gift and our board awards grants to community organizations and programs that are making a difference in the area you care about. Read More

Designated Funds

You direct your gift to a specific nonprofit organization or purpose. Nonprofit organizations can use a designated fund with us to build their endowment and enhance their ability to accept large and complex gifts. Read More

Agency Funds

Your agency fund benefits from participation in our investment pool while our experienced staff helps develop planned giving programs and assists with administrative details. Read More

Scholarship Funds

You invest your gift in our community’s future and show students you care, all with our guidance and personal services. With your assistance, students achieve their academic and career-oriented goals – from preschool to postgraduate work. Read More

Affiliate Funds

With local advisory boards and presence, affiliate funds may engage in endowment building, fundraising, grantmaking, and other activities to promote local philanthropy and community building. Read More


Funds Types and Fees