More Ways to Give
More ways to give
You are important to us!
Working with our professional staff, we offer flexible and strategic giving options tailored to your charitable interests and financial needs and situation.
You'll benefit from our years of experience and expertise to successfully design and implement an effective giving plan.
We accept a wide variety of outright gifts including cash, securities, life insurance and real estate.
Include the Community Foundation in your estate plan. It's an easy way for you to address community needs and create a legacy that lasts forever. You can use a variety of assets to make a planned gift that supports the causes you care about.
Including a charitable bequest in your will or living trust to the Community Foundation is a simple way to make a lasting gift to your community. A charitable bequest can be a specific dollar amount, a percentage of your estate, or what remains after other bequests are made. Your gift will set up a fund according to your charitable intent.
To accommodate changes in your charitable interests over the years, our memorandum of charitable intent [PDF 249 KB] provides a simple way to make the changes without having to go back to your attorney.
Charitable Gift Annuity
You can establish a charitable gift annuity for as little as $10,000 in cash or securities.
You get an immediate income tax deduction, a guaranteed payment you can count on for life for you or a loved one, and leave a legacy that will support the causes important to you forever.
Payments are fixed and based on your age. The older you are the greater the annuity payment. If you choose, you can receive an income tax deduction now and defer receiving the annuity payments until a future date of your choosing. After receiving annuity payments for life, the remainder can create a named fund for the long-term community benefit of your choice.
The tax advantages of both a current and deferred annuity are two-fold.
First, you receive an immediate charitable income tax deduction when you create your annuity.
Second, a portion of the payments you receive may be treated either as tax-free return of principal or long-term capital gains.
These tax advantages increase the effective value of the annuity payments.
Charitable Remainder Trust
We can administer charitable remainder trusts, which provide you or other named beneficiaries with income for life or for a specified number of years.
Establishing a trust is easy.
Cash or property is transferred to the trust. The income beneficiaries receive annually an amount equal to a fixed percentage of the trust’s fair market value or a fixed dollar amount.
Upon termination of the trust, the assets are transferred to the Community Foundation to support your charitable interests.
Email or call me, Randy Balogh, philanthropic services director, 831.662.2060, for a private consultation or for answers to your questions about giving.
View or download a complete list of grants awarded in 2014, including those from donor-advised funds.
831.662.2000 | firstname.lastname@example.org 7807 Soquel Drive, Aptos, CA 95003 Monday to Friday 8:30 a.m. to 5:00 p.m.
Phone 831.662.2000 | Fax 831.662.2001 | Email email@example.com
Address 7807 Soquel Drive, Aptos, CA 95003
Office Hours Monday to Friday 8:30 a.m. to 5:00 p.m.
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