Plan today to give forever. Your generosity can continue to improve Santa Cruz County for generations to come.
A Legacy Gift That Reflects Your Values
Legacy giving involves providing a future gift to charities through your financial and estate plans. Contributions can be made with a wide variety of assets, including cash, securities, real estate, retirement accounts, and more.
These arrangements can provide for you or your loved ones; entitle you to charitable income and/or gift or estate tax deductions; and enable you to leave a legacy for charity.
How We Can Help
We offer strategic planned giving methods tailored to your own charitable interests and financial goals. From a simple beneficiary form to a charitable trust, we have years of experience to help you give back to your favorite charity or community need, free of charge. You’ll benefit from our expertise in successfully designing and implementing effective giving plans.
A MOCI is a simple document that we help you create. It describes how you wish us to distribute charitable gifts from your will, living trust, beneficiary designation, or other charitable planned gift.
The Community Foundation can accept a variety of assets through your will or living trust to support the charitable causes you care about. We will ensure that your charitable intentions, whether immediate or over time, are faithfully fulfilled in accordance with your wishes.
Language for Beneficiary Designations
Find clear language for wills, trusts, and beneficiary designations, and learn how a Memorandum of Charitable Intent helps your giving grow and change with you.
A charitable remainder trust (CRT) is an irrevocable trust established by a donor with assets such as cash, securities, or property in exchange for annual payments to the designated beneficiaries.
A charitable gift annuity (CGA) is a contract where you transfer cash, securities or other assets to Community Foundation Santa Cruz County in exchange for a fixed annual income for life.
Our Chief Philanthropy Officer, Kea Gorden, can walk you through the process of creating your ongoing legacy through Community Foundation Santa Cruz County. Her services are available free of charge.
“We began volunteering at the Cabrillo Festival of Contemporary Music as ushers in the 1990s. We are passionate about the Festival and we want it to thrive for decades to come—and the Community Foundation understands our wishes."
Larry Friedman & Tom Ellison
Santa Cruz Residents
More You Can Do
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We’re honored to be your partner in effective giving.
