There are many ways we can support your work with clients.
Group Presentations
Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
charitable giving options
community needs and issues
our grant making priorities and impact
planned giving and
charitable giving benefits.
Free Gift Illustrations
We are glad to run the numbers for you if a client is interested in a charitable trust or charitable gift annuity. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients, but illustrations, a brief description of the gift plan and annual cash flow projections.
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
The Gift of Words
Domain name donations are the latest twist in charitable giving after nonprofits and charities saw ...
