Leave a legacy which provides lasting impact in our communities by making a planned gift to Family Service Agency of the Central Coast. Whether you’d like to put your contribution to work today or benefit us after your lifetime, we can work with you to find a charitable plan which provides support for your family and lasting impact to the vital programs at FSA. Our donors have the choice to designate the funds to benefit the agency as a whole or designate funds to target one of the agency’s service areas.
Please contact our Chief Executive Officer, Bill McCabe, email: mccabe.b@fsa-cc.org or phone: 831 430-6583 to discuss your charitable intentions and options.
A planned gift can often also generate financial benefits for you; we encourage a discussion with your tax advisor or investment advisor on this topic. As one of the partner agencies of the Community Foundation of Santa Cruz County, our potential donors also have access to consultative support from the Philanthropic Services team at the Community Foundation to discuss options which are available to them. If you would like to make a current donation to support our programs and clients, click here.
Planned Gift Options
Your planned gift can be set up to benefit FSA programs today or at the end of your lifetime.
Gifts Which Can Benefit FSA Programs Today
Stock Donations
Donation of appreciated stock holdings can help with tax planning, consult your advisors for details and please contact us for transfer instructions. You can contact our Chief Executive Officer, Bill McCabe, via email: mccabe.b@fsa-cc.org or phone: 831-430-6583.
Qualified Charitable Distributions from Your IRA
If you are over age 73, your IRA account is subject to annual Required Minimum Distributions (RMDs). A qualified charitable distribution can count towards the mandatory distributions and provide tax savings. Contact your IRA custodian to initiate a “qualified charitable distribution” to FSA by asking them to send the donation directly to:
Family Service Agency of the Central Coast
104 Walnut Avenue, Suite 208
Santa Cruz, CA 95060
Tax ID: 94-1716354
Donor Advised Funds
A cost-effective alternative to forming a private foundation. Donor Advised Funds can provide income tax deductions and offers the donor flexibility to recommend grants to their charities. FSA can receive grants from Donor Advised Funds at the Community Foundation of Santa Cruz County or from various sponsoring organizations such as Fidelity Charitable, Schwab Charitable, and BNY Mellon Gift Fund via DAF Direct. Click here for more details.
Charitable Lead Trust
The trust can make distributions to benefit FSA from trust assets once it is funded, and the donor can benefit from an income tax charitable deduction. Trust assets can be deployed toward investments to earn a return. At the end of the trust term, the remaining assets in the trust can revert back to the donor.
Gifts Which Can Benefit FSA Programs at the End of Your Lifetime
Beneficiary Designation
FSA can be designated as a beneficiary in your retirement account and life insurance policy. Click here for details.
Charitable Bequest
A gift from your will or living trust. Click here for suggested bequest language for donors and professional advisors.
Charitable Remainder Trust
If you have highly appreciated securities or illiquid assets, a charitable remainder trust can potentially reduce your capital gains tax liability and provide for partial income tax deductions. The trust can also provide you with future income payments from the trust assets.
Gift Acceptance Policy
Please click here to review our gift acceptance policy.
