MOCI & Mimosas
5/5/2023, 11:00 AM - 12:30 PM
You are viewing an event that has already occured.
See a list of upcoming events.
Plan for Future Giving with a MOCI & a Mimosa
A Memorandum of Charitable Intent (MOCI) is a document that the Community Foundation uses to help you create and direct gifts from your estate, whether through your will, living trust, or beneficiary designation. The MOCI is unique to our Community Foundation, and it is as simple to create as it is to change!
- Learn how a Memorandum of Charitable Intent (MOCI) works.
- Charitable interests often change over time, and a MOCI can be quickly updated at no cost.
- We know and love Santa Cruz County! The Foundation offers over 40 years of trusted knowledge of local nonprofits.
Presenters:
- Emily Buchbinder, Attorney at Law
- Dina Hoffman, Attorney at Law
- Hilary Bryant, Donor Services Director Community Foundation Santa Cruz County
And yes, light refreshments & beverages will be served!