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Does a Donor-Advised Fund Make Sense for Me?

Community Foundation Santa Cruz County

Wednesday, January 30, 2019 from 9:30 AM to 11:00 AM (PST)

Does a Donor-Advised Fund Make Sense for Me?

Registration Information

Type Remaining End Quantity
January 30, 9:30 AM
The session is free, but advance registration is required. You can sign-up for yourself and one friend by completing the requested information. For help call 831.662.2061.
18 Registrations Jan 30, 2019 Free  

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Event Details


Why use a donor-advised fund at Community Foundation Santa Cruz County when you can just write a check to your favorite charity? 

The answer depends on your needs and financial circumstances.

A donor-advised fund can:

  • Protect your privacy
  • Time your charitable deduction for when you need it most
  • Simplify your record keeping and tax reporting
  • Provide knowledge about local nonprofits working on causes you care about

Join us on Wednesday, January 30, 9:30 to 11:00 a.m.

 

Presenters:


Sam Leask is the Community Foundation's Philanthropic Services Director. Whether you hold appreciated stocks, real estate, retirement plans or other complex assets, Sam can assist you in developing a tax-wise plan that meets your financial needs and benefits the nonprofit organizations or charitable causes you care about.


Robin Larsen is the Donor Services Officer at the Community Foundation. With over twenty years of experience, she provides personal attention to make your giving easier and more effective. She works with people who have started a donor-advised fund or who are including charity in their estate plans through a gift to the Foundation.


For questions or help attending email Robin or call her at 831.662.2061.





Have questions about Does a Donor-Advised Fund Make Sense for Me?? Contact Community Foundation Santa Cruz County

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When & Where


Community Foundation Santa Cruz County
7807 Soquel Drive
Aptos, CA 95003

Wednesday, January 30, 2019 from 9:30 AM to 11:00 AM (PST)


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Organizer

Community Foundation Santa Cruz County

Whether you're a donor, professional advisor or nonprofit, you'll find workshops, free consultation, a resource library and networking opportunities here at your local community foundation.

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