January 9, 2020
A Guide to Planned Giving
Christine Dawson, CFRE, Vice President of Philanthropic Services, Community Foundation for Monterey County
A planned gift is one delivered after one’s death. It can benefit you, your family, and the causes you care about. Ms Dawson led us through practical matters regarding leaving a financial legacy.
- Design your legacy
- Explore what values are most important to you
- Maximize the impact of your philanthropy
- Ways to give
- Gifts that provide income: income for today, a gift for tomorrow
See Your Legacy to learn more about planned giving.
The mission of Community Foundation is “To inspire philanthropy and be a catalyst for strengthening community throughout Monterey County.” Community Foundation offers classes for those who want to learn more about philanthropy. Contact Ms Dawson at 831-375-9712 x126 or email@example.com
Reflecting on my Life and Legacy
Shary Farr, Founder and President, Partners for Transitions
A deeper and more intimate encounter with ourselves, our families, and our friends is what Mrs. Farr preaches. She encourages you to:
- Record your wants and needs regarding health care
- Record the information the executor of your estate requires
- Share the values and experiences that shaped your life
- Create a “love letter” to your family; this is also known as a “spiritual will”
- Recognize the people and organizations that can benefit from your financial legacy
Author Hank Mattimore’s article, “How to Create a Spiritual Will” states that such a love letter to your family includes these elements: salutation, statement of values and beliefs, meaningful life experiences, hopes for the future, personal & family memories, and conclusion. Learn more about this topic via an online search for “spiritual will.”
Shary Farr created and makes available for sale the All Together Notebook, which is a repository for all the practical information your family will need should you become disabled or die. It can be purchased via her website Partners for Transitions .
Mrs. Farr and her colleagues stand ready to guide us through life’s major emotional transitions. She can be reached at firstname.lastname@example.org