When it comes to estate planning, your clients deserve value and creativity.
The San Diego Foundation provides convenient, creative, flexible strategies in our management of charitable funds for individuals, families, businesses and nonprofit agencies. We engage a network of more than 1,000 professional advisors in the region to serve mission driven, charitably minded clients like yours.
A fund at The San Diego Foundation provides maximum tax deductions, outstanding investment management and low administrative costs. Let us help you and your client establish a customized charitable fund without the burden of tax liabilities and onerous administration.