To help assist San Diegans considering year-end donations, our charitable giving experts created a list of the 8 most common questions (and answers!) about donor-advised funds.
The 8 Most Common Questions (and Answers!) About Donor-Advised Funds
Category: Donor Education
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.
Philanthropy Roundup: September 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.
Q2 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 Q2 Investment Call, and access the presentation slides in this article.
How Donor-Advised Funds Fit into Your Investment Portfolio
Learn why donor-advised funds are ideal investments to grow your charitable funds, over time, for greater philanthropic impact.
Philanthropy Roundup: August 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.
How to Avoid Capital Gains Tax & Invest in Your Community
Learn why gifting stock, real estate and other appreciated securities to a donor advised fund is becoming one of the most effective ways to give back to your community.
How Family Philanthropy Can Instill Values & Build New Traditions
From helping to instill family values and establish meaningful traditions, to maintaining family ties over time, donor-advised funds provide a unique opportunity for San Diegans wanting to do more with their charitable giving.
Tax Benefits of Donor-Advised Funds
Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.
