Seminars for Smart, Impactful Giving
The Generosity Forum 2026
Please join us for The Generosity Forum, a series of engaging, in-person conversations hosted at the Community Foundation designed to help you give with confidence and purpose. Each session offers practical strategies, heartfelt insights, and expert guidance on ways to make a lasting impact in Santa Cruz County while aligning your giving with your values and financial goals.
These conversations will offer fresh ideas and opportunities to connect with others who care about our community and discover how Community Foundation Santa Cruz County can help you turn your generosity into meaningful change.
All events will be held in-person at the Community Foundation building at 7807 Soquel Drive in Aptos. Check individual event pages below for times.
We hope to see you there!
Upcoming In-Person Events:
Estate Planning for Community Impact — The Memorandum of Charitable Intent
- August 5, 2026, 10:00 am-11:30 am
- Featuring: Estate planning attorney Emily Buchbinder and Community Foundation Chief Philanthropy Officer Kea Gorden
Discover how thoughtful estate planning can sustain your charitable impact for generations. Certified Specialist Emily Buchbinder will explain key considerations for incorporating charitable giving into your will, trust, or beneficiary designations. You’ll also learn how the Community Foundation’s Memorandum of Charitable Intent (MOCI) makes it easy to document and adjust your philanthropic wishes over time.
Tax-Smart Giving Through Donor Advised Funds
- September 9, 2026, 10:00 am-11:30 am
- Featuring: CPA David Doolin and Community Foundation Donor Services Director Hilary Bryant
Donor Advised Funds (DAFs) continue to be one of the most flexible and tax-efficient tools for charitable giving. CPA David Doolin will share how DAFs can simplify giving across years, manage capital gains, and engage family members in philanthropy. Learn strategies to coordinate your giving with overall tax and financial planning for maximum impact.
The Charitable Power of Your IRA: Smarter Giving for Retirement Assets
- October 9, 2026, 10:00 am-11:30 am
- Featuring: Beacon Pointe partners Lance Wexler and Rocky Lin, and Community Foundation Chief Philanthropy Officer Kea Gorden
Donor Advised Funds (DAFs) continue to be one of the most flexible and tax-efficient tools for charitable giving. CPA David Doolin will share how DAFs can simplify giving across years, manage capital gains, and engage family members in philanthropy. Learn strategies to coordinate your giving with overall tax and financial planning for maximum impact.
