Frequently Asked Questions

Our charitable giving team has decades of experience to help personalize your giving and start your impact.

How much does it cost to establish a fund?

The beginning fund balance minimum is $25,000 for individuals and $50,000 for agency funds. In addition, The Foundation has many other programs with a variety of donation ranges to provide options to give back to your community.

What type of assets can I give to start a fund?

Almost any kind of asset can be used to start your fund, including cash, securities (stock), life insurance, real estate or private foundation assets.

What are the financial benefits of starting a fund?

All gifts to The Foundation receive the maximum tax advantage. Our charitable giving experts will work with you to identify the optimal financial benefits based on your charitable giving profile.

What are the fees administered to each fund?

The Foundation charges monthly administrative and investment fees based on the type of fund and balance of the fund. An investment fee is also charged and based on the permanence of the fund.

How often will I receive fund statements?

Fund statements are distributed quarterly and include the fund balance, grantmaking history and investment information. Fund accounts can be accessed any time on our donor portal, MyTSDF.

What if I prefer for my giving to remain anonymous?

The Foundation maintains the highest level of confidentiality with respect to fund information. We do not release the personal or financial information of any individual or organization without the consent of the donor.

Can I name my fund?

Yes. Every donor has a personal reason for giving. We help you choose a name for your fund that is meaningful to you, whether it is to support a specific organization or cause, or to honor a loved one.

What is The San Diego Foundation’s Employee Identification Number (EIN)?

The Foundation’s EIN is 95-2942582.

Contact Our Development & Stewardship Team

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