You understand your clients’ financial and charitable goals. We know the giving process and impactful local nonprofits for the causes they care about.
Together, we can help them grow a vibrant San Diego region.
Whether your clients are seeking to donate cash, stocks, bonds, real estate, IRAs, insurance or other non-cash assets, The Foundation provides convenient, flexible strategies in our management of charitable funds to optimize tax deductions – whether your client is ready to give now or later.
For more than 40 years, we have engaged a network of more than 1,000 professional advisors in the region to serve mission-driven, charitably minded clients like yours.