Our partners and donors shared with us the many reasons they partner and give with The San Diego Foundation.
Learn how Sue Randerson became a longtime champion for connecting, protecting and increasing access to San Diego's outdoors through her philanthropy.
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.
Learn about donor-advised funds and why charitably-minded San Diegans turn to community foundations to manage these investment vehicles.
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.
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.
Charitable Gifts Director Leslie Klein, CFP shares how gifting stocks, bonds or mutual funds can help philanthropists grant more money to the nonprofit community while receiving optimal tax advantages in the process.