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Our staff is available to assist with you with any questions you may have and here's a few proven tips.
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Factor your charitable giving plans right into your budget just as you would other financial obligations.
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Don’t be afraid to ask questions when you’re asked to give, including the specific name of the solicitor and his or her relationship to the organization, how much of your gift will be used for overhead, the specific projects the money will go toward, and other important information. Give only when you feel comfortable that your dollars will be going to support an organization you know and believe in.
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For gifts you make to your charitable fund at the Foundation you will receive from us a properly worded receipt as a confirmation of these tax-deductible contributions. Gifts made from your fund will not be recognized with a receipt, as you have already received the deduction and thank you for the original gift.
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Many employers match gifts made by their employees or make grants to organizations recommended by employees. Be sure to ask your company if it can help your gift to stretch even further or consider this as an option if you own a business or corporation.
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We live in a small community and we can execute an anonymous award if you prefer to have gifts from your charitable fund remain confidential. Please let us know.
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Don’t overlook the benefits you and your cause can receive from bequests, charitable gift annuities, gifts in kind, endowments and many other creative forms of giving. Our staff at the Planned Giving Center can help create the best plan for you and your family.
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In addition to financial support, consider giving your time and skills. Not only will you help the organization, but you’ll also make contacts, hone your skills, and learn more about the charitable cause to which you are committing your time and money. Opportunities to learn about board service are offered through the Foundation's Santa Cruz County BoardMatch. You can also visit the Volunteer Centers of Santa Cruz County to learn about additional volunteer opportunities.
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Give generously when you can, but if you’re unsure or feel uncomfortable—or if an organization simply falls outside your plan for giving—don’t be afraid to say no. Or, ask for more information and take more time to think before making your decision.
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You don’t have to wait to be asked. Plan a giving strategy in advance. You can consult with our staff about how your gifts can be most effectively used and where you can make a real difference in the community.
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E-mail Randy Balogh or call (831) 477-0800 ext. 202 for more information or to schedule an appointment. |
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