Each individual, family, or organization we work with has unique charitable interests and unique financial circumstances. We help you make the most of both, so you receive the greatest return on your community investment.
Types of Assets
We can work with you to accept a variety of assets. You can create or add to a fund with any of the following:
- Cash
- Publicly traded securities (e.g. stocks and bonds)
- Real Estate
- Life Insurance
- Retirement assets
- Closely held securities and business interests
- Tangible personal property
- Mineral, timber, and distribution rights
- Other complex assets
Please contact us for a copy of our Gift Acceptance Policy.
Stocks & Bonds
Retirement Assets
Life Insurance
Real Estate
Personal Property
Christine Dawson
Vice President of Philanthropic Services
831.375.9712 x126
Email Christine
Dan Baldwin
President/CEO
831.375.9712 x115
Email Dan