Maximize your charitable giving before 2018 ends

Donor-advised funds are one of the best ways to give back to your community and help others. Join our network of generous San Diego philanthropists before 2018 ends to make an impact and optimize your annual tax deduction.

Contact us at (619) 677-6252 or stewardship@sdfoundation.org to set up your donor-advised fund today.

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What is a Donor-Advised Fund?

A donor-advised fund is a simple, tax-efficient way to give to your favorite causes and nonprofit(s).

How It Works

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Give

Make your tax-deductible donation to The Foundation. You can contribute assets such as cash, stock or real estate and get one tax receipt.

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Grow

Your initial contribution grows tax-free. It is invested to maximize your return and strengthen your grantmaking and social good power.

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Grant

Recommend a grant to support your favorite community initiatives or nonprofit organizations when you are ready.

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Why I Give with The San Diego Foundation

Hear firsthand from Foundation donors about why they partner with us to maximize their impact.

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Assets You Can Give & Tax Benefits

The San Diego Foundation accepts a wide range of financial assets.

Donate Cash icon

Donating cash is simple. Donor-advised fund tax deductions include up to 60% of adjusted gross income (AGI) for gifts of cash.

  • Cash
  • Checks
  • Wire Transfers
  • Automatic Deposits (One time or recurring)
Donate Stock icon

By donating appreciated securities to your fund, you avoid paying up to 20% in capital gains tax on the sale of non-cash assets.

  • Stocks (publicly traded, private and restricted)
  • Bonds
  • Mutual Funds
  • LLP Shares
  • Private Equity Stakes
  • Partnership Interests
  • Pre-IPO shares
  • Life Insurance
  • Trusts
  • Real Estate
Individual Retirement Account

Do you have required minimum distributions (RMDs) you must withdraw from your IRA before 2018 ends?

To eliminate or reduce the impact of RMD income, consider making a qualified charitable distribution* (QCD) to support scholarship, field-of-interest or designated funds, including  programs and funds at The San Diego Foundation.

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*Federal law does not permit donor-advised funds to accept QCDs. The maximum annual amount that can qualify for a QCD is $100,000.

Why The San Diego Foundation?

Since 1975, we have helped San Diego donors like you maximize the impact of charitable giving. We manage and invest donor-advised funds for individuals, families, businesses and agencies. Through philanthropic leadership and strategic grantmaking, we support nonprofits strengthening our region.

43 Years of Service

1.1 Billion to Nonprofits

2100 Charitable Funds

Network with charitable San Diegans

After you set up your donor-advised fund with The San Diego Foundation, you immediately belong to a family of hundreds of like-minded philanthropists and are provided with exclusive opportunities and events to build lasting relationships through one of the largest donor networks in San Diego.

Martha Barnette and Robert Teaff

2018 Annual Meeting: $67.4 Million in Impact

At our 2018 Annual Meeting, more than 250 philanthropists and community partners celebrated the longstanding impact philanthr...

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Dede Alpert, Alicia Gwynn and Darcy Bingham

2018 Donor & Legacy League Appreciation Luncheon

San Diego women changemakers Dede Alpert, Alicia Gwynn and Darcy Bingham shared their stories of generosity at The San Diego ...

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2018 Scholarship Recipient and their Donors at Tom Ham's Lighthouse

2018 Scholarships Celebration: $2.6 Million Awarded

Donors, volunteers, students and their families came together to recognize the powerful impact of philanthropy at The San Die...

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Comparing your options

Donor-advised funds at community foundations provide you with opportunities to strengthen your own community, network with like-minded philanthropists and maximize the impact of your charitable giving in ways that commercial gift funds and private foundations cannot.

Giving Benefits
The San Diego Foundation
Private Foundation
Commercial Gift Fund
No startup costsCheckmarkRed XCheckmark
Grant anonymouslyCheckmarkRed XCheckmark
No annual taxesCheckmarkRed XCheckmark
No annual 5% payout requiredCheckmarkRed XCheckmark
Grant and admin servicesCheckmarkRed XCheckmark
Community knowledgeCheckmarkRed XRed X
Fees reinvested into communityCheckmarkRed XRed X
Network with local donorsCheckmarkRed XRed X
Relationship managerCheckmarkRed XRed X
Donor controls investmentsRed XCheckmarkRed X
Donor owns brandRed XCheckmarkRed X

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2018 Contribution Deadlines

You can donate many types of assets to open a donor-advised fund at The San Diego Foundation. To be eligible for a yearly tax deduction, you may need to initiate your gift as early as November.

Asset TypeDeadline
Mutual FundMutual fund donations must arrive to The Foundation by November 23.
StockStock donations must arrive to The Foundation brokerage accounts by December 21 at 1:00pm.
Credit CardCredit card donations must be processed by The Foundation by December 28 at 1:00pm.
CashCash donations should be hand-delivered to our Liberty Station office by December 31 at 12:00pm.
CheckMail must be postmarked by the U.S. Post Office by December 31.

Connect with a charitable giving expert

Simplify your giving by connecting with our experienced staff who understands the technical complexities of charitable giving. Your personal support team will help you establish your fund and give confidently.

Your Charitable Giving Team

Contact us at (619) 677-6252 or stewardship@sdfoundation.org to help with your year-end giving needs.

Get Started Online Today