Advisor Assistance

Take advantage of our experience, local knowledge, resources, and tools to increase your expertise and better serve your clients’ charitable goals.

Professional advisors are key players in the charitable planning process. We respect the relationships that you have with your clients. We work in concert with you to identify or develop the optimal way for your clients to achieve their charitable goals. Community Foundation Santa Cruz County has the resources and expertise to make giving a smooth and rewarding experience. Count on us to ensure that every gift your client makes will be the right gift at the right time for maximum benefit.

In addition to our wide expertise, we have the software to run gift illustrations on all types of charitable gifts for your and your clients’ consideration, at no cost to you. We are licensed to issue charitable gift annuities and can help you learn about setting up annuities for your clients. From identifying appropriate giving methods and handling complex assets to providing special services like philanthropic consulting and anonymous giving options, we can provide the flexibility and support that your clients expect.

Explore Giving Opportunities

Our Philanthropic Services Director, Sam Leask, will work with you to find the solutions you seek for your clients.

Contact Sam

Good Advice

Get Up to Speed on Charitable Planning

With almost 40 years of experience in philanthropy and the local nonprofit ecosystem, we can show you the wide range of tax-advantaged charitable giving options available to your clients. Contact us for a free consultation with one of our Philanthropic Services experts.

Free Gift Illustrations

Look Over All of the Options

Our tools can help you help you develop a clear picture of your client’s varied options for strategic charitable giving.

Professional advisors who work with us get access to GiftLaw™ services—a 24/7 online legal resource, along with free planned gift calculators, the latest legislative news, IRS rulings, and more.

Voices in our Community

"After advising many clients to create a living trust, I knew it was time to make my own plan with a MOCI. The MOCI is easy; I can update it any time at no charge. I love CASA. It is special for me to have a MOCI that provides for CASA forever."

Karen Semingson

CPA

Events For Advisors


Have Questions?

We’re here to help.

Contact Sam Leask, our Philanthropic Services Director, to get the latest information relevant to your clients' needs.

Or call him at 831.662.2060