Guide to Gift Planning

Guide to Gift Planning

New Guide Simplifies Gift Planning

The new CFMC “Create Your Legacy” Guide to Gift Planning reviews the benefits of different types of charitable gifts. It simplifies the many options available by explaining how donors can support the causes or nonprofits of their choice through vehicles including:

  • Donor advised funds
  • Gifts of appreciated stock or real estate
  • Life Income Gifts Charitable Gift Annuity (CGAs) or Charitable Remainder Trusts (CRTs)
  • IRA Qualified Charitable Distribution (QCD)
  • Gifts of Life Insurance or retirement plans
  • Bequests

The CFMC Philanthropic Services team can run customized gift illustrations to help donors achieve their charitable goals.

Request a Copy or Learn More

Contact Christine Dawson at 831.375.9712 x126 or legacy@cfmco.org to request a print copy or to help create your giving plan.

CFMC Guide to Gift Planning

CFMC Guide to Gift Planning

I feel peace of mind knowing that even if I’m not here, I will have left behind a small part of me for my son. I was pleasantly surprised by how fast and easy it was to set up a CGA. I’m really glad this organization is here. – Maria Salazar Segovia, Legacy Society member