Win-Win-Win by Giving Appreciated Real Estate to Charity - Oct. 10, 2018

A well-planned charitable gift of appreciated real estate can give you immediate tax benefits, provide lifetime income to you (or to a loved one), and support your favorite causes or nonprofit organizations after you’re gone. 

Is this your situation?

  • Downsizing or moving to a smaller home or retirement community?
  • Moving out of the area to be closer to family?
  • Not needing or using that vacation home any longer?
  • Tired of managing rental properties?

Charitable Remainder Trust (CRT) can be a powerful and flexible financial planning tool. Hear how the transfer of property ownership (full or partial) into a CRT can convert the property’s appreciated value into financial benefits for you and your community, without incurring capital gains taxes. 

Learn about the steps and resources you will need to explore a CRT option that suits your needs.There is no charge for this event, but registration is required.  

Questions: Email Robin Larsen, donor services officer, or call her at 831.662.2061



When: Wednesday, 10:00 to 11:30 a.m. October 10, 2018
Where: Community Foundation Santa Cruz County 7807 Soquel Dr. Aptos, CA 95003
Cost: $Free - Advance registration required