Donor Education Archives - The San Diego Foundation

What Comes Next? A Reflection on 2020 & the Investment Landscape for 2021

14 January 2021 | by Matt Fettig, CFA

The investment landscape will be examined closely and appropriate adjustments will be made to The Foundation's Investment Portfolios.

Chief Investment Officer Matt Fettig shares important insights about the impacts of COVID-19 on the global economy and the investment landscape in 2021.

What is Capital Gains Tax?

28 December 2020 | by TSDF

The capital gains tax can be avoided by donating your appreciated asset to charity.

Learn more about the differences between the short-term capital gains tax and long-term capital gains tax.

What is a Family Foundation?

14 December 2020 | by TSDF

A donor-advised fund allows families to give as though they’re a private foundation but provides greater tax benefits and no administrative burden.

Learn more about the difference between private family foundations and donor-advised funds.

Purpose of CSR

9 December 2020 | by TSDF

Learn about 4 ways that corporate social responsibility can benefit companies and society.

Public Charity vs. Private Foundation

17 November 2020 | by TSDF

One of the key differences between public charities and private foundations is in regards to taxes.

Learn more about the fundamental differences between public charities and private foundations.

What is Corporate Social Responsibility?

12 November 2020 | by TSDF

Starbucks practices Corporate Social Responsibility by implementing a hiring process focused on hiring more veterans, young people looking to start their careers, and refugees. Pictured above are young adults gathered at the Jacobs Center for Neighborhood Innovation for a special Starbucks hiring event. (Photo Credit: San Diego Workforce Partnership)

Learn more about the importance of Corporate Social Responsibility and its benefits for communities.

RMDs & QCDs: CARES Act Implications for Your Charitable Giving

8 November 2020 | by TSDF

Learning more about required minimum distributions (RMDs) and qualified minimum distribution (QMDs) can help you with your charitable giving planning.

Although the CARES Act waived required minimum distributions (RMDs) in 2020, you can still make qualified charitable distributions (QCDs) to programs and funds.