Cybercriminals are notorious for taking advantage of holidays and major events to scam the public. Find out how to protect yourself from email scams.
How to Avoid Email Scams
Category: Donor Education
Philanthropy Roundup: March 2020
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 Recent Trends are Driving the Global Investment Market
CFO Matt Fettig summarizes The San Diego Foundation 2020 Investment Summit.
Four Basic Steps to Start Building Your Estate Plan
We break down the four basic steps that you should know when starting the process of building your estate plan.
Philanthropy Roundup: February 2020
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. Check out the articles below.
Is a Customized Charitable Investment Strategy Right for You?
For 44 years, The San Diego Foundation has been helping hundreds of wealth advisors and donors achieve their charitable goals by opening endowment funds, donating complex assets and creating legacy gifts that leave a lasting impact in the community forever. Now, the opportunity to make a difference in San Diego just got even stronger. AMPlify... Read More »
Philanthropy Roundup: January 2020
If you’re a philanthropist, your schedule might make it hard to keep up with the latest news, topics and emerging trends in the world of giving back. That’s why we’re making it easier for you to stay current. Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable... Read More »
December 2019 Roundup for Professional Advisors
We explore IRS appraiser qualifications, new SECURE Act that will encourage saving for retirement, and more.
Sustainable Portfolios Provide Donors with New Investment Opportunity
The San Diego Foundation is now offering sustainable investment portfolios that reflect social and environmental values.
Q3 2019 Investment Update & Trends
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2019 Q3 Investment Call, and access the presentation slides in this article.
