Advisor Assistance
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 Donors Services Director, Hilary Bryant, will work with you to find the solutions you seek for your clients.
Good Advice
Get Up to Speed on Charitable Planning
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.
Free Gift Illustrations
Look Over All of the Options
Our tools can help you develop a clear picture of your client’s varied options for strategic charitable giving.
Professional advisors who work with us get access to charitable and legal resources, along with free planned gift calculators, IRS rulings, and more.
Advisor Resources
Have Questions?
We’re here to help.
Contact Hilary Bryant, our Donor Services Director, to get the latest information relevant to your clients' needs.