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LIVING THE GOOD LIFE

Gift Planning: Creating a Lasting Legacy

BY DAN BALDWIN, PRESIDENT/CEO COMMUNITY FOUNDATION FOR MONTEREY COUNTY

ift planning allows people to support loved one, and upon their passing, the Join both Puma Road's Cavern
Gthe causes they care about while also remainder creates an endowed fund to Club and Pessagno's Cellar Club
to become a Dual Club Member
achieving their personal, financial, and make grants to their chosen nonprofit. and enjoy an additional 5% off
estate planning goals. It is a powerful way Whether you want to support Winery & Tasting Room your purchases at both winery
to make a lasting difference now and for education, the environment, health, tasting rooms, as well as at Puma Join our Cellar Club
generations to come. the arts, or specific nonprofits, the Join our Cavern Club Road Portola Plaza located at 281 • 20% discount on bottle purchases
• 30% discount on case purchases
• 20% discount on bottle purchases
Alvarado Street in Monterey.
Planned gifts take many forms, Community Foundation for Monterey • 30% discount on case purchases That's 25% off bottles and 35% off • Access to special releases of our wines
including bequests through a will or County (CFMC) can guide you in creating a • Access to special releases of our wines and cases at all three locations! and discount pricing to our events
trust, beneficiary designations from fund that reflects your vision and values. discount pricing to our events Complimentary local delivery to
retirement plans or life insurance, Planned giving is not just a financial 32075 River Road | Soledad CA 93960 most of Monterey County for 1645 River Road | Salinas CA 93908
real estate, gifts that generate lifetime decision—it’s a deeply personal one. By 831.675.3548 | pumaroad.com orders of $100 or more. 831.675.9463 | pessagnowines.com
income, and more. These gifts often thoughtfully planning your gift, you can
provide tax benefits while leaving a create meaningful change and strengthen
legacy of generosity. the community for years to come.
Creating your philanthropic legacy The Foundation’s Legacy Society document, and everything’s in one place.
is one of the most meaningful decisions honors those who have included the And it’s easy to change if our vision
you can make. Gift planning offers CFMC as a partner in their estate plans, changes,” said Giff.
benefits such as supporting the causes ensuring their impact endures. At the With careful planning now, you
you care about, honoring your family Legacy Society Luncheon on February can be assured your resources will
or a loved one through a named fund, 26, 2025, Giff and Pam Lehman shared be directed according to your wishes
building a legacy of family philanthropy, their story of giving. In addition to giving and have peace of mind knowing your
and deferring or reducing estate taxes. now through their donor-advised fund, values will be communicated beyond
Some charitable giving vehicles they are utilizing their IRA to fund their your lifetime.
provide the donor with income for philanthropic goals through their estate.
life now and future support for their They worked with the CFMC to To learn more about gift planning through
favorite nonprofit. Both a Charitable create a Memorandum of Charitable the Community Foundation for Monterey
Gift Annuity (CGA) and a Charitable Intent (MOCI) to outline their giving County, please visit their website, cfmco.org
Remainder Trust (CRT) offer an plans. A MOCI is a complimentary
immediate tax deduction. Donors service of the CFMC that can be updated Let’s celebrate the great things happening in our community!
receive income for themselves or a at any time at no cost. “It’s a simple Email Laurie, laurie.martin@n2co.com to share your good news!

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48 June 2025 Greet HWY 68 Loop 49