Thursday, September 02, 2010
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The San Diego Foundation is pleased to provide a wide and diverse group of resources to assist Professional Advisors as they partner with individuals for meaningful charitable giving.
Resources designed especially for professionals to use with and for your clients. The San Diego Foundation works with professional advisors who provide legal, accounting, insurance, wealth management, and investment services to individuals and families.
Calculate approximate charitable deductions for your clients
All the forms and documents you may need for planned giving
Useful links to planned giving resources outside The Foundation