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Guidelines

When you establish or transfer a private foundation through The San Diego Foundation, you take advantage of a unique and special opportunity. Our partnership means more than words on a paper. We are committed to creating the highest impact possible, both for you as the donor and for the charities that are most important to you.

As you further explore this partnership, we are pleased to provide guidelines on both sides of this equation: your investment options and the grant making process. Predetermined investment options are available to foundations of up to $1 million in assets; customized investment options are available to foundations with assets greater than $1 million.