Becoming a Donor

Becoming a donor at the Foundation offers you an easy way to accomplish your charitable goals.

As our partner in giving, you will receive the simplicity and tax advantages of a public charity combined with the personal services, ease and flexibility of a private foundation.

Establishing your own named charitable fund does not require great wealth and it isn't complicated. Plus,

  • You can provide ongoing support to your favorite organizations.
  • You can choose different nonprofit organizations each year during your lifetime.
  • You can make your own choices, or take advantage of our staff's expertise to help you address the community's most pressing challenges.
  • You have the opportunity to distribute gifts during your lifetime or to leave a lasting legacy—or both.

We are here to help with all aspects of your charitable giving.  


For More Information

E-mail Randy Balogh, Director of Philanthropic Services or call (831) 477-0800 ext. 202 to schedule a private consultation.


Quick Picks

Donor Stories—Read how the Planned Giving Center helps donors explore a full range of giving options.

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Becoming a Donor