For Professional Advisors

Professional advisor Dina Hoffman trusts and works with Community Foundation Santa Cruz County.
Professional advisor Dina Hoffman trusts and works with the Community Foundation.

We recognize the importance of professional advisors in the charitable planning process.

Your Clients Rely on You

Your client relationships will be strengthened from tapping into the resources and tools we can provide you.

  • Our expertise ensures every gift your client makes is the right gift at the right time financially.  
  • We are local, with over 30 years of community knowledge.
  • We respect and work within the relationship you have with your clients.

Advantages to Working with Us

  • State licensed for charitable gift annuities. Get help learning about and setting up annuities for your clients.
  • Seminars with continuing education credits. Get accredited seminars each year on planned giving, the law and more.
  • Gift Law®A 24/7 online resource with free planned gift calculators, legislative news, IRS rulings and more.