Advisor Assistance

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.