Does a Donor-Advised Fund Make Sense for Me? - May 16 or 17, 2018

 

Why use a donor-advised fund at Community Foundation Santa Cruz County when you can just write a check to your favorite charity? 

The answer depends on your needs and financial circumstances.

A donor-advised fund can:

  • Protect your privacy
  • Simplify your record keeping and tax reporting
  • Shield you from multiple solicitations by nonprofits
  • Time your charitable deduction for when you need it most
  • Provide knowledge about local nonprofits working on causes you care about

Join us for one of two small group discussions offered this May.

For questions or help attending email Robin or call her at 831.662.2061. 

When: Wednesday, May 16, 10:00 to 11:00  a.m. or Thursday, May 17, 2:00 to 3:00 p.m.
Where: Community Foundation Santa Cruz County 7807 Soquel Dr. Aptos, CA 95003
Cost: $Free - Advance registration required

CLICK HERE OR ICON TO CHOOSE A DATE AND REGISTER!

Presenters:

Sam Leask is the Community Foundation's Philanthropic Services Director. He's available to help you make the "gift of a lifetime" to benefit your favorite charitable cause. Sam has led planned giving programs for the American Red Cross in Silicon Valley and for the San Francisco Opera. He is also the former executive director of the Dominican Hospital Foundation.

Robin Larsen is the Donor Services Officer at the Community Foundation. With over twenty years of experience, she calls herself "the philanatherapist," giving personal attention to make your giving easier and more effective. She works with people who have started a donor-advised fund or who are including charity in their estate plans through a gift to the Foundation.