Learn more about IRA and 401(k) changes that may affect your retirement planning.
Two rules in the Tax Cuts & Jobs Act affect your ability to deduct charitable donations. Planning can help you get the biggest bang for your charitable buck.
Learn why it’s important for estate planners to understand the Uniform Prudent Management of Institutional Funds Act (UPMIFA) when planning and administering charitable trusts.
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
Development Director Julia Grant discusses five key differences between opening a community foundation fund versus a commercial gift fund.
Learn why donor-advised funds are ideal investments to grow your charitable funds, over time, for greater philanthropic impact.
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.
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.
Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.
Administered by a charitable sponsors, donor advised funds are simple, tax-efficient vehicles to support your favorite nonprofit organizations or areas of interest.