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Professional Advisors

The Planned Giving Center

Our professional staff can help you invest wisely in causes you care about or find charitable giving solutions to help you meet your clients' needs.

We can also provide free technical assistance to nonprofit organizations around planned gift transactions or help you develop your own planned giving program.

Located within the Foundation, the Planned Giving Center receives major support from the Borina Foundation and is a recognized resource with expertise and success in charitable giving in Santa Cruz County.

The Planned Giving Center was launched in 1998 through the vision and leadership of honorary trustee and local estate-planning attorney Rick Polse with initial funding from the David and Lucile Packard Foundation.

No matter how simple or complex, we can find tools to help you.

Email me at randy@cfscc.org or call (831) 476-4438 today to schedule your free consultation.

Randy Balogh
Philanthropic Services Director

Read About the Benefits of Gift Planning

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Community Foundation Santa Cruz County shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact randy@cfscc.org.

If you are a professional advisor, you may take the following steps on this site.