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
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Trusts To Protect Children Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ...
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.
A Bequest to Further Good Work Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.
Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>.
Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on 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.
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.
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 
Steps to Wise Giving