More ways to give
Get help from us achieving your clients’ charitable goals.
We can help you strengthen your client relationships by providing the skills and local knowledge to help you meet their charitable and financial goals.
Email or call me, Randy Balogh, philanthropic services director, 831.662.2060, for a private consultation or for answers to your questions about giving.
Register online to join Jon Muir, VP and trust consultant at Raymond James Trust on January 16, to discuss estate planning with non-traditional families, including same sex couples.
See lists of our donors and recent donor-advised grants.
Phone 831.662.2000 | Fax 831.662.2001 |
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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