Legacy Society Form

Legacy Society

The Legacy Society is a group of visionary people who have named the Community Foundation for Monterey County in their estate plans or created an endowed fund at the Community Foundation.

"*" indicates required fields

Steps to become a member of the Legacy Society:

  1. Arrange for a gift through your estate or a deferred giving vehicle, or create an endowed fund through a current gift.
  2. Inform the Community Foundation that you have made the necessary arrangements by submitting this form.
I/We would like to become a Member of the Legacy Society (choose one)*
Today's Date
If you wish to inform us of the nature or purpose of your planned gift, please note below.

Thank you very much for choosing us to be stewards of your philanthropic legacy.