Donor Options

There are several options to consider as you explore giving through the Foundation.  These include determining:
  • the type of fund that best meets their charitable giving goal
  • the type of gifts to make as you initiate and grow the fund, and
  • the level of involvement you want in the grantmaking process.

Download our guide on Deciding to Give to get started answering some of these questions.


If your client is considering the creation of a private foundation, we strongly encourage you to have them explore the advantages the Foundation can offer. 

For More Information

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

Just for Advisors

Rethinking Ways to Give Wisely
Business Week - Individuals in the U.S. give away more than $200 billion a year, yet the vast ...

Donor Options