Establishing A Fund

A charitable giving fund provides a flexible, tax-advantaged solution for making a difference in your community.

You are on the right page if you want to:

• consolidate your charitable giving
• find grantmaking assistance
• establish a permanent fund
• make sure your wishes will be followed after your lifetime
• maximize tax benefits
• support a general charitable area of interest

Setting up a charitable giving fund represents the answers to each of these desires. We're here to help you every step of the way to establish a fund that matches your charitable intentions.

This section makes it easy. Start below - then contact us for personal assistance. Initial fund balances vary widely, from about $10,000 to millions! Initial minimum balance required to open a current fund is $10,000 for individuals and $50,000 for agencies.

Step 1: Choose whether your fund will be created with current assets or through your estate.

Please read more about Legacy Funds if you choose to make an estate gift.

Step 2: Choose whether the fund will be an endowment or non-endowment

Endowments are permanent funds where only a portion of earnings are available for granting. Learn about the Power of Endowment Funding.

Non-Endowments funds are funds where both earnings and principal are available for granting.

Step 3: Choose whether the fund will be community endowment, field of interest, designated, or advised. (see Charitable Fund Options)

Step 4: Choose a name and purpose for your fund

Choose your family name, the name of a loved one, or the particular cause you want to support.

To establish your fund or to receive more information, contact us at legacy@sdfoundation.org and request a personal conversation.

Additional resources available to you:

• Guide to Giving Comparison Chart
• San Diego Foundation Financial Information
• Links to other online resources outside our site