cfmco.org/GiftPlanning
Inspiring Philanthropy Some key questions to consider are: What do I want my giving to accomplish? What am I passionate about? What are my key values? How does my giving reflect the legacy I wish to leave? Everyone has a unique motivation for giving. Debbie Harlan wanted to memorialize her grandson, Jett, who lost his battle to brain cancer at age five. She came to the CFMC on the advice of her professional advisor, Cris Cabanillas of Monterey Private Wealth.
Philanthropic Services A key part of the Community Foundation for Monterey County’s mission is to inspire philanthropy. One way the Philanthropic Services team helps donors meet their philanthropic goals is by creating customized giving plans. CFMC staff provides strategic guidance and can research areas of interest and identify grantmaking opportunities. “We can help you enhance your philanthropy and develop your unique philanthropic vision,” said Christine Dawson, Senior Vice President of Philanthropic Services. The CFMC can guide you through the process of exploring the values that inform your giving, share new and emerging giving opportunities and deepen your understanding of the issues, nonprofits and communities you care most about. The Philanthropic Services team also works with families to involve multiple generations in philanthropic planning.
Debbie worked with Christine Dawson to help create a donor advised fund in Jett’s honor. The Jett Fighter Fund helped refurbish a playground and will help children in similar situations by supporting nonprofits providing pediatric care, especially for cancer. “I had a dream for a fund in Jett’s name. I created the fund with the goal of supporting cancer research and nonprofits that help families. I like to think that Jett inspired me. It’s comforting to know that something good could come of something so bad,” said Debbie. The CFMC’s new “Create Your Legacy” Guide to Gift Planning helps simplify your giving. It reviews the benefits of different ways to give, including donor advised funds, charitable remainder trusts or charitable gift annuities, IRA qualified charitable distributions and bequests. Creating a giving plan can help you achieve meaningful impact with your philanthropy. Please contact us at 831.375.9712 or legacy@cfmco.org to learn more.
WE CAN HELP YOU ENHANCE YOUR PHILANTHROPY AND DEVELOP YOUR UNIQUE PHILANTHROPIC VISION. – Christine Dawson Senior Vice President of Philanthropic Services
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Christine Dawson (r) with donor advised fund holder Debbie Harlan. Read her story: cfmco.org/JettFighter.
