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.
October 2018 Roundup for Professional Advisors
Tag: Donor Advised Fund
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.
Why Do San Diegans Give with The San Diego Foundation?
Our partners and donors shared with us the many reasons they partner and give with The San Diego Foundation.
Sue Randerson Helps Develop Next Generation of Environmental Stewards
Learn how Sue Randerson became a longtime champion for connecting, protecting and increasing access to San Diego's outdoors through her 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.
What is a Donor-Advised Fund?
Administered by a charitable sponsors, donor advised funds are simple, tax-efficient vehicles to support your favorite nonprofit organizations or areas of interest.
What are the Benefits of Opening a Donor-Advised Fund at a Community Foundation?
Learn about donor-advised funds and why charitably-minded San Diegans turn to community foundations to manage these investment vehicles.
Have You Included Donor Advised Funds in Your Estate Plan?
As the U.S. is on the verge of its largest generational transfer of wealth in history and aging boomers consider what to include in their estate plans, it’s important they keep in mind a succession plan for charitable assets like donor-advised funds.
