The Donor Relations Department at The San Diego Foundation provides personalized service to individuals who have set up donor advised funds. You are guaranteed that our professional staff will always be responsive to your individual needs and preferences. We are committed to placing the highest priority on customer service by assisting you with all aspects of your philanthropy. Our personalized services include:

• Personalized Fund Information
• Philanthropic Planning
• Research on the issues you care about most - Link to Community Impact section
• Grantmaking
• Administrative support

Each fund advisor to The San Diego Foundation is assigned a philanthropic advisor when they establish their fund(s). You are encouraged to contact your philanthropic advisor to:

• Answer a question
• Resolve a concern
• Locate information or services you need from us

You may contact your philanthropic advisor now:

Deborah Hoffman
Adrienne Vargas
Valerie Attisha
Simona Valanciute

We hope you call on your philanthropic advisor often to assist you with your charitable giving.

Administrative Support

In addition to the research, planning, and grantmaking services, The Foundation provides a full range of administrative services to help you manage your fund effectively. These include:

• Documentation of all contributions for tax purposes
• Record keeping of account activity
• Answers to questions concerning the status of recent grant recommendations
• Summarization of the status of grantmaking activity in monthly statements
• Screening and assessing all inquiries regarding your fund, if desired, and responding to these inquiries according to your stated interests
• Up to date information on the financial activity of your fund

Links to Other Online Resources