Benefits | Assets We Accept | Donor-Advised Funds | Legacy Planning | Toolkit | Investments

Customized Charitable Solutions

You know your clients. We know philanthropy.

For more than 45 years, we have worked with a large network of estate planning attorneys, wealth advisors, accountants, real estate agents and other estate planners to help clients accomplish their financial planning objectives and charitable giving goals, while maximizing their tax deductions.

From establishing donor-advised funds to building your client’s legacy and providing them with grantmaking guidance, our experienced Giving Team is your ideal partner to build customized charitable solutions that match your clients’ needs.

Your Charitable Partner

San Diegans turn to their trusted professional advisors when first considering philanthropy.

We act as the charitable partner/advisor of your professional team, supporting your clients through the giving process as you retain complete control of your client relationships.

We can help:

Identify your clients’ charitable giving interests and goals

Implement charitable gifts that maximize tax benefits for income, capital gains and estate

Create lifetime and legacy giving plans for businesses, families and individuals

Facilitate multi-generational giving for families

Research community needs and the most impactful ways to give

Support your clients charitable giving while you maintain management of their assets

Simplify legal complexities, administrative burdens and IRS compliance requirements

Connect you with industry thought leaders and promote your expertise

Provide sophisticated investment options to grow your clients’ charitable giving

“With The Foundation’s team approach to including the donor’s professional advisors, we feel assured the gift will be structured for the most impact for my client and for charity.”

S. Andrew Pharies
DLA Piper Law Firm

Assets We Accept

We accept cash, non-cash and complex assets for lifetime and legacy giving. Donating assets helps lessen the tax implications for appreciated assets or liquidity events.

Traditional assets we accept include:

Mutual Funds
Retirement Assets
Life Insurance

Complex assets we accept include:

Private Stock
Real Estate
Business Interests
(including partnerships and interests in LLCs)

Give to Donor-Advised Funds

The San Diego Foundation is home to more than 2,300 donor-advised funds, including over 1,300 endowment funds, which will benefit San Diegans for generations.

Through these funds, our donors have generously granted more than $1 billion to support causes that matter most, including emerging needs, COVID-19 and disaster relief, racial equity, education, environment, health and human services, and more.

Donor-advised funds offer similar benefits to private foundations with the added value of maximum tax benefits, donor anonymity, no startup costs, and a community foundation support staff to eliminate your client’s administrative duties.

Learn more about Donor-Advised Funds

“We rely on The San Diego Foundation to identify the emerging needs in our region. With their guidance and our trust, we’re able to grant to nonprofits meeting those needs and making the most impact for causes that matter today.”

Linda F. Hervey
on behalf of the Hervey Family Fund

Your Client’s Legacy

Gifting an estate allows your client to create a lasting legacy in San Diego.

By establishing a planned gift, your client can communicate exactly how funds will be granted and receive peace of mind knowing that contributions will go directly back to the community and causes your client cares about, in perpetuity.

The Foundation supports the purpose and protects the integrity of our donors’ gifts and intentions.

There are many ways to give through a will or living trust. Use our Planned Gifts Calculator to run illustrations that show the income and tax benefits for your clients. Assets donated to The San Diego Foundation, a 501(c)3 public charity, are removed from your client’s estate for tax purposes.

Learn more about Planned Giving

Toolkit for Professional Advisors

Help your clients understand how The Foundation can support their charitable giving.

We offer professional advisors the following resources as part of our Professional Advisor Toolkit:

“My clients and I work with San Diego Foundation giving advisors to realize estate planning goals, which often include using sophisticated trusts to increase charitable impact and maximize tax deductions.”

Laura L. Nichols
Certified Specialist in Estate Planning, Trust & Probate Law
Buchalter Law Offices

Investing for Good

Our financial statements and investment history ensure you can trust our long-term fiscal stewardship of your clients’ charitable gifts.

Under the oversight of our Board of Governors Investment Committee and Chief Investment Officer, we invest donor-advised funds in a diverse, carefully-defined set of asset classes to mitigate risk and provide sustainable growth.

Alternatively, you can consider our AMPlify (Asset Management Partnership) program, a customized investment strategy that enables wealth advisors and their clients to set up charitable accounts at The Foundation that are managed personally by you.

Our Giving Team will work with you to identify which of our investment portfolios and accompanying fees meet your clients’ charitable goals.

See Our Investment Returns

How The San Diego Foundation Can Help

Since 1975, The San Diego Foundation has helped passionate, socially minded citizens find ways to create positive impacts in communities across San Diego.

Interested in learning how donor-advised funds can meet your clients’ financial planning and charitable giving goals? Contact our charitable giving experts.

Leslie S. Klein, CFP®, AEP®
Director, Gift Planning Advisor
(619) 814-1353

Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
(619) 814-1397