When It's Time to Let Go

Santa Cruz County property owners have enjoyed decades of appreciation, but for many, that success has created new challenges: large, unrealized capital gains, low-cost basis, management fatigue, and estate planning complications.

In this session, we will share real examples of what today’s property owners are facing when they consider selling or stepping back from active management. Community Foundation staff will then discuss practical strategies—such as charitable remainder trusts, donor-advised funds, and even partial gifts—that can ease the tax burden, generate lifetime income, and support the causes you care about.

Featuring:

Dave Dawson, Realtor at Bailey Properties

Susan True, Community Foundation Chief Executive Officer

All Generosity Forum events will be held at the Community Foundation building in Aptos.

We hope to see you then!