Guide to Gift Planning
Simplify Your Giving
The CFMC “Create Your Legacy” Guide to Gift Planning helps you simplify your giving. The guide reviews the benefits and explains how you can support the causes or nonprofits of your choice through a variety of giving options 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
Create Your Personalized Giving Plan
Cecilia Romero
The CFMC Philanthropic Services team can run customized gift illustrations to help you achieve your charitable goals, including creating a Memorandum of Charitable Intent for peace of mind that your charitable wishes will be fulfilled.
Please contact Cecilia Romero, Director of Gift Planning at 831.375.9712 x124 or legacy@cfmco.org to help create your giving plan or request a copy. We would be honored to assist you.
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