Does a Donor-Advised Fund Make Sense for Me?

8/14/2019, 9:30 AM - 11:00 AM

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
  • Time your charitable deduction for when you need it most
  • Simplify your record keeping and tax reporting
  • Provide knowledge about local nonprofits working on causes you care about

Join us on Wednesday, August 14th, 9:30 to 11:00 a.m at the Foundation:
7807 Soquel Drive
Aptos, CA 95003

Presenters:

Sam Leask is Community Foundation Santa Cruz County's Philanthropic Services Director. Whether you hold appreciated stocks, real estate, retirement plans or other complex assets, Sam can assist you in developing a tax-wise plan that meets your financial needs and benefits the nonprofit organizations or charitable causes you care about.

Robin Larsen is the Donor Services Officer at the Community Foundation Santa Cruz County. With over twenty years of experience, she provides 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.

For more information contact

Robin Larsen

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