Donor Options

Your clients have several options to consider as they 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 they initiate and grow the fund, and

  • how they will involve themselves, and other family members, in the giving process.

Detailed information about all donor options are available in our section titled Donors.

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.  More details on this issue can be found in Private Foundation Options.

For More Information

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

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Donor Options