More Ways to Give
More ways to give
Get online tools and materials for charitable gift planning.
These resources are made available by the Community Foundation to all advisors as a free service.
Email or call me, Randy Balogh, philanthropic services director, 831.662.2060, for a private consultation or for answers to your questions about giving.
"A client phoned me about the tax deductibility of a 2 yr. and 5 yr. term for a charitable remainder trust. While on the phone, I was able to calculate the answers! Boy, did I look impressive!"
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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