Donating stock allows you to make a larger philanthropic impact and enjoy greater tax advantages than donating cash or the proceeds from a selling a stock.
How to Gift Public Stock
Category: Donor Education
Philanthropy Roundup: January 2019
Our “Philanthropy Roundup” posts highlight stories at the local and national level that are valuable will keep you up to date in the world of philanthropy.
Q3 2018 Investment Update & Trends
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2018 Q3 Investment Call, and access the presentation slides in this article.
Philanthropy Roundup: December 2018
Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.
Mitigating the Environmental Impact at the Tule Wind Farm
Mitigation & Nonprofit Funds Manager Candace Wo shares how The Foundation's partnership with San Diego Habitat Conservancy provides environmental protection for the Tule Wind Farm project.
RMDs vs. QCDs – Which is Best for Your Charitable Giving?
Director, Gift Planning Advisor Leslie Klein explains why San Diegans who must take a required minimum distribution from their retirement plans should consider qualified charitable distributions
Can Donor-Advised Funds Simplify Your Year-End Giving Strategy?
Learn how donor-advised funds can help generous San Diegans maximize the impact of their charitable giving before 2018 ends.
The 8 Most Common Questions (and Answers!) About Donor-Advised Funds
To help assist San Diegans considering year-end donations, our charitable giving experts have created a list of the 8 most common questions (and answers!) about donor-advised funds.
5 Key Differences: Community Foundation Fund vs. Commercial Gift Fund
Development Director Julia Grant discusses five key differences between opening a community foundation fund versus a commercial gift fund.
Putting Your Donor-Advised Fund Fees to Work
Learn how community foundations share donor-advised fund fee income with local nonprofits and why this strategy maximizes charitable impact.
