For Professional Advisors - Community Foundation of Santa Cruz County

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For Professional Advisors

Developing a charitable plan that takes into account your client's financial and charitable needs is no small task.

We can help.

“After working with the Planned Giving Center, I changed my in-take forms to include questions about charitable interests. This helps me discuss gift planning options with my clients that can benefit them and help the community."

Deborah Malkin, Attorney at Law

We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving.

The Foundation and its Planned Giving Center can be a trusted resource to help you meet their goals.

We've developed unique resources for you to use in helping donors craft their charitable giving plans.

For More Information

E-mail Randy Balogh, philanthropic services director, or call him at 831.662.2060 to schedule a private appointment.