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 »

November 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore IRA and 401(k) contribution limits for 2020, reasons to update estate plans, and inheritance size. Read below to stay in-the-know on industry news.

October 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore charitable IRA and bequests, the different types of property and its impact on estate plans, as well as how to adjust your tax withholding. Read below to stay in-the-know on industry news.

June 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore charitable gift annuity, scams to beware of during tax season, gifts of real estate and more. Read below to stay in-the-know on industry news.

April 2019 Roundup for Professional Advisors

In our roundup for professional advisors, we explore charitable gift annuity, scams to beware of during tax season, gifts of real estate and more. Read below to stay in-the-know on industry news.