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Carmel-By-The-Sea, California 831-622-7090
Does a Donor-Advised Fund Make Sense for Me? - August 14, 2019
9:30 AM - 11:59 PM Community Foundation Conference Room
Date: August 14, 2019 to August 14, 2019
Where: Community Foundation Conference Room, 7807 Soquel Drive, Aptos, California, United States, 95003
Phone: N/A
Event Type:
Ticket Price: N/A
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 Shield you from multiple solicitations by nonprofits Simplify your record keeping and tax reporting Provide knowledge about local nonprofits working on causes you care about Join us on Wednesday, August 14th, 9:30 to 11:00 a.m. For questions or help attending email Robin or call her at 831.662.2061. 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.
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