Advisor Toolkit
The following materials were developed by the Community Foundation to help individuals, families, and businesses achieve their charitable and financial goals. If you would like more information, please contact, Dan Baldwin, President/CEO or call 831.375.9712 x115.
General Information
About the Community Foundation
Vision, Mission and Values
What is a Community Foundation?
Fund Information, Policies, and Guidelines
Compare Giving Options
Charitable Funds Overview
Donor Advised Funds
Advantages of Donor Advised Funds
Agency Stewardship Funds
Charitable Instruments (Giving Methods)
Charitable Gift Annuities
Fund Overview and Fees
Confirmed in Compliance with National