Professional Advisor Insights
Tax Return Reviews & A Primer on Types of Charitable Funds
Professional Advisor Insights
Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local
Professional Advisor Insights
Spotting Client Opportunities, Unrestricted Giving & Tax Trends to Watch
Professional Advisor Insights
What’s Deductible, Donor-Advised Fund Options & Serving Female Clients
Partner with Us
Since 1975, San Diego Foundation has helped passionate, socially minded citizens find ways to create positive impacts in communities across San Diego and beyond.
Interested in learning how we can meet your clients’ financial planning and charitable giving goals? Contact our charitable giving experts.
Leslie S. Klein, CFP®, AEP®
Director, Gift Planning Advisor
lesliek@sdfoundation.org
(619) 814-1353
Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
jrogers@sdfoundation.org
(858) 245-1508