How We Can Help You Meet Client Needs

Community Foundation Santa Cruz County can help professional advisors meet their clients’ charitable goals.

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.

Some Scenarios and Solutions

Issue Client Scenario Solution
Taxes I need  to sell appreciated property right away, but I'm concerned about capital gains taxes. How can I eliminate or reduce my taxes? Giving all or part of the asset to charity eliminates or reduces capital gains taxes, creates an income tax deduction, could provide lifelong income, and will support a favorite charity.
Leaving a legacy I have no children, and it's time to write a will. You can suggest a charitable fund at the Community Foundation as a way to support the causes they care about, in perpetuity.
Private Foundation I’m thinking of starting a private foundation.  What are the pros and cons? The Foundation offers a couple of simpler alternatives to private foundations. See our chart comparing donor-advised funds to private foundations.                       
Retirement plan assets I have a large retirement fund, but I'm worried that my children will receive only 20 or 30 cents on the dollar. Using a retirement plan to create an endowment will reduce estate tax, eliminate income tax on the IRA distribution and create a family legacy.
Helping a specific individual I have a sibling, friend, parent or other family member I'd like to help. A life-income gift, such as a charitable gift annuity, will assure them a lifetime income—and allow your client a tax deduction and support for a favorite charity at that person's death.
Wants to be charitable but unsure where to give I'll be receiving additional income this year.  I'd like to give some to charity, but I'm not sure which one. donor-advised fund will lock in a tax deduction for the current year and allow time to choose the charity. We can help your client find the right cause or work with us supporting local needs.