Nov. 6, 2019

MOCI - A Flexible Way to Document Your Charitable Bequests

11/6/2019, 9:30 AM - 11:00 AM

What if you include a list of charities in your Will or trust and want to change them later? Why pay your attorney to amend your legal documents each time? There’s an easier way.

Having a Memorandum of Charitable Intent (MOCI) on file at Community Foundation Santa Cruz County combines your gifts to the organizations and causes you care about into a single document. And it can be updated at any time, without cost.

  • Learn how a Memorandum of Charitable Intent (MOCI) works
  • A MOCI can include charities other than the Foundation, anywhere in the U.S.
  • Benefit causes you care about, forever, without having to pick specific organizations

Join us on Wednesday, November 6, 2019, 9:30 to 11:00 a.m.

Coffee and snacks provided!

There is no charge for the presentation, but prior registration is required.

Presenters:

Dina Hoffman is an estate planning attorney with a passion for helping clients to explore charitable options in their estate plans. A Santa Cruz High School grad, Dina holds degrees from Stanford University and the UC Berkeley Boalt Hall School of Law. Dina has served on many local boards, including Community Foundation Santa Cruz County.

Robin Larsen is our Donor Services Officer, with twenty years’ experience at the Foundation. She provides personal attention to make giving easier and more effective. Robin works with people who have donor-advised funds and with those who have provided for charity in their estate plan through a gift to the Foundation. Her prime directive is to understand and facilitate her donors’ charitable wishes, now and after they are gone.

Join us November 6th

Register today

Questions? Contact Robin Larsen, Donor Services Officer at 831.662.2061.