Giving Tips
22 February 2026
Understanding Legacy Giving in San Diego: Planned Giving Basics, Gift Types & Benefits (2026)
Planned Giving
Community Impact
4 November 2024
Vote for Prop. 5 to Empower Local Communities to Solve the Housing Crisis
Legacy Giving
25 April 2024
Establishing a Legacy: Jill G. Hall’s Story
CEO Updates
2 November 2023
On Día de Muertos, Local Philanthropist Jay Kahn is Honored by the Foundation He Endowed
Professional Advisor Insights
12 October 2023
What’s Deductible, Donor-Advised Fund Options & Serving Female Clients
Professional Advisor Insights
9 August 2023
Multi-Generational Philanthropy, Motivating Clients through Philanthropy & DAFs
Professional Advisor Insights
3 May 2023
Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy
Giving Tips
21 February 2020
Four Basic Steps to Start Building Your Estate Plan
Legacy Giving
29 August 2019
Raymond Chavez & Rupert Keesler: A Legacy of Love & Humility
Giving Tips
5 July 2019
What You Should Know About Discretionary Planned Giving