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.
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.
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.
"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."
A living trust is a flexible estate planning tool. This presentation will cover the terminology, definitions, and benefits of living trusts in a straightforward way.
