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Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.
Opening a fund provides tax benefits similar to other charitable donations, and your gift is immediately tax-deductible if you itemize deductions on your personal tax return. If you’re considering not itemizing your deductions due to the new tax law, you may want to explore how “bunching” your charitable deductions into a donor-advised fund can be an alternative tax strategy for you.
Donor-advised fund tax deductions include up to 60 percent of adjusted gross income (AGI) for gifts of cash and up to 30 percent of AGI for gifts of appreciated securities, mutual funds, real estate and other assets.
What is a donor-advised fund? Learn More >
In addition to cash, you can receive a tax deduction for donating the following assets:
Donating appreciated stock comes with tax benefits because you can avoid or reduce capital gains or income tax penalties on contributions to donor-advised funds.
In the example below from the National Philanthropic Trust, a business owner has $100,000 in long-term appreciated stock, with a $10,000 cost basis.
| Donor Sells Securities and Donates After-Tax Proceeds to Charity | Donor Contributes Appreciated Securities Directly to Charity | |
|---|---|---|
| Cost Basis | ||
| Value of Appreciated Securities | ||
| Capital Gains Tax | ||
| Net Available to Charity |
Assuming a 35 percent income tax rate and a 15 percent long-term capital gains rate, the donor-advised fund allows this donor to avoid tax on his $90,000 gain and give more to charity ($13,500).
In addition to income and capital gains tax benefits, donor-advised funds are not subject to estate tax. Consult your estate planning professional to see if incorporating a fund into your estate plan may prove beneficial.
Lastly, your contribution to a donor-advised fund is invested, meaning your fund has the potential to grow tax-free and provide additional funding to your favorite nonprofit organizations over time.
Once your fund is open, it is the responsibility of the charitable sponsor to administer and invest the funds wisely. At The San Diego Foundation, our in-house Chief Investment Officer is available to discuss asset allocation and portfolio performance with donors. Additionally, our Investment Committee of professionals brings a combined 150 years of global and domestic expertise to build investment strategies that grow your giving and increase the impact of your charitable gifts. Assets are invested based on specific fund type to maximize return and strengthen your grantmaking power.
In addition to investment services, charitable sponsors assist with your charitable giving strategy, record-keeping, tax filings and confidentiality. Unlike private foundations, donor-advised funds allow the donor to remain anonymous, if desired.
Learn More about Donor-Advised Funds
While any sponsoring organization can manage the compliance and basic functionality of donor-advised funds, community foundations provide local community expertise and connections for donors to maximize their impact.
As San Diego’s only regional community foundation, we have helped passionate philanthropists create positive impacts across our county for more than 45 years. If you’re interested in learning more about maximizing your impact through donor-advised funds, contact us today at (619) 235-2300 or donorservices@sdfoundation.org.
Or download the Essential Guide to Donor-Advised Funds eBook to learn more about DAFs.
On August 9, 2022, we awarded $838,704 in Opening the Outdoors grants to 24 nonprofit organizations that offer equitable access to outdoor spaces in San Diego County.
“San Diego Foundation is proud to once again support its partners committed to increasing community-driven efforts to enhance accessible outdoor space, encourage youth to learn more through hands-on education and create the next generation of environmental stewards in the San Diego region,” said Christiana DeBenedict, SDF Director of Environment Initiatives.
This year’s grantees will help address these inequities and enhance access to the outdoors throughout San Diego County.
Harvey McKinnon has been a fundraiser for over 40 years and is recognized as one of North America’s leading fundraising experts. His consultancy raises money for hundreds of nonprofits in Canada and the USA. He is a seasoned trainer who has delivered fundraising keynotes at conferences around the world.
A frequent master-class trainer, he has authored five books – most recently a third book on monthly giving: How to Create Lifelong Donors (2020). His best-selling book, The 11 Questions Every Donor Asks, is a major gift training manual for fundraising departments throughout the US and Canada. He also co-authored the #1 bestseller The Power of Giving, which has been translated into nine languages.
Harvey calculates he’s spent 100+ years on a variety of nonprofit boards. His company Harvey McKinnon Associates has offices in Toronto and Vancouver and works with dozens of nonprofits in Canada and the USA.
Harvey calculates he’s spent 100+ years on a variety of nonprofit boards. His company Harvey McKinnon Associates has offices in Toronto and Vancouver and works with dozens of nonprofits in Canada and the USA.
Gail Perry is an internationally recognized fundraising consultant and is considered one of the foremost experts in the field of philanthropy and nonprofits. Her company, Gail Perry Group, leads nonprofits to extraordinary fundraising and capital campaign results. As a philanthropy leader, keynote speaker, and author with more than 30 years’ experience, Gail is renowned for her positivity, expertise and insight.
Her bestselling book, Fired-Up Fundraising: Turn Board Passion into Action, is recognized as the gold standard guide to building successful fundraising boards. Gail has worked with organizations all over the country and Canada, leading them to multimillion dollar fundraising results. Gail Perry got her start in fundraising at Duke University and then went on to lead University of North Carolina’s Kenan-Flagler Business School.
A fundraising and community-building professional for nearly 30 years, Mark Stuart has devoted his career to helping donors realize their hopes, dreams and aspirations.
Since joining San Diego Foundation as President and CEO in May 2019, SDF has grown its assets to $1.4 billion. Under Mark’s leadership, SDF raised and deployed $67 million for COVID-19 relief efforts and in its most recent fiscal year granted a record $150 million.
During Mark’s tenure, SDF has launched a new strategic plan and vision for just, equitable and resilient communities, and has been named a Top Work Place by The San Diego Union-Tribune three years running.
Before joining SDF, Mark managed a staff of 64 and a budget of $14 million at San Diego Zoo Global (SDZG). He led SDZG’s first-ever comprehensive fundraising campaign, raising $530 million.
Mark serves on the Board of Directors for Certified Fundraising Executives International, the League of California Community Foundations, San Diego Regional Policy and Innovation Center and San Diego Symphony Foundation.
San Diego Foundation President & CEO Mark A. Stuart will welcome attendees to the first-ever San Diego Fundraising Conference and share what’s in store for the day ahead.
Let’s look at trends and predictions for fundraising in 2023 and ’24. The giving environment continues to change – and donors are changing as well.
We’ll review the strategies you need to focus on this year, what’s working – and what’s not working in fundraising today. Where are the opportunities? How do we appeal to today’s donors? What are they looking for, and what will make them respond?
Join us to take a ride through the events and issues on the philanthropic landscape both now and in the near future.
You have major gift prospects, but do you know how to bring up the idea of a potential gift? Don’t get stuck in endless cultivation – here’s how to move right into a Gift Conversation.
Gail will show you the path that will lead a donor from Discovery directly to an Ask Conversation. You’ll learn how to read your donor’s signals, and how to politely put an Ask on the table.
We’ll have some fun learning Power Discovery Questions that can light up your donor’s heart. You’ll have a chance to actually practice them, and you’ll see for yourself how they can unlock a donor’s enthusiasm and generosity.
Even more, You’ll discover how asking permission keeps your donor engaged and comfortable. These conversation-based asking and closing techniques will help you close more mega gifts!
Wisdom is more than the accumulation of wins and losses. It is found at the intersection of knowledge, good judgment, and experience.
The goal of the Fundraising Wisdom Project is simple: we asked talented fundraising leaders to consider what wisdom they might share with their much younger selves. What guidance would they want to provide to those who might be newer to our profession to put those careers on a brighter and better trajectory?
Come to the conference’s closing session to hear five-minute (or less) stories from our presenters and other wise leaders, who have more than 200 years of collected wisdom, to inspire and enhance your impact on the San Diego region.
Valerie Attisha serves as Vice President of Client and Community Relations at PNC Bank, one of the country’s largest banks and most charitable companies. In her role, Valerie oversees the bank’s charitable and corporate sponsorships, directs employee volunteerism and community engagement activities as well as leads its philanthropic investments in San Diego County. She is also responsible for building the bank’s visibility and brand in the region and fostering relationships with leaders from business, government, and the nonprofit sectors.
Valerie began her career at The San Diego Foundation where she established and led the Community Scholarship Program, which has become the largest provider of non-university scholarships in the region. Prior to joining PNC Bank in 2021, Valerie was a seasoned and respected fundraising professional and nonprofit executive – raising and facilitating gifts totaling $100M.
Valerie received her B.A. from the University of San Diego and her M.A. from California State University, Sacramento. Throughout her career, Valerie has been deeply committed to making meaningful and impactful change in the community through her involvement with organizations such as the San Diego Rotary (Club 33), the Junior League of San Diego, and the University of San Diego where she serves on both the National Alumni Board of Directors and the College of Arts and Sciences Advisory Board. Valerie also serves on the Boards of Directors of the San Diego Children’s Discovery Museum, San Diego Regional Chamber of Commerce and The Old Globe.
Valerie is a graduate of LEAD San Diego and has been selected a ’40 Under 40’ by San Diego Metropolitan Magazine and ‘Altruist of the Year’ by Modern Luxury Magazine. Recently, she was named a PNC Bank Market All Star.
Ingrid de Llamas is the Director of Philanthropy & External Relations for the Epilepsy Foundation of San Diego County where she works to provide funding for the fight against epilepsy. She has spent her career building fundraising and advancement programs for independent schools and other non-profit organizations. Ingrid is recognized and certified as a CFRE by the Association of Fundraising Professionals and as an IAP, International Advancement Professional – two of the highest certifications available to professionals in her field.
Ingrid serves the community as a Trustee for the Barrio Logan College Institute, a board member for the Association of Fundraising Professionals San Diego and is the administrator of a private foundation.
Former Board service includes the San Diego Public Library Foundation, Board Member for the Epilepsy Foundation of San Diego County, Living Rooms at the Border, a Casa Familiar project, Pasadena Symphony & Pops, Leadership Pasadena, Junior League of Monterey County and the Collective Voices Foundation.
She is a member of San Diego’s Rotary 33 and provides pro-bono fundraising counsel to EJE Academies. Among her service awards, Ingrid was named the Asian Business Association’s Member of the Year in 2018, the San Diego Public Library Foundation’s Volunteer of the Year for 2019 and was selected as a Hometown Hero by Giving Back Magazine. She was nominated as Outstanding Fundraising Professional for National Philanthropy Day in 2019 and 2022.
Ingrid is an eighth-generation Californian who loves bringing together different people and organizations for the betterment of the community.
Earning a Bachelor’s in History and Psychology from the University of Michigan in 2009, Muhi Khwaja didn’t know what to do until the summer before graduating. The Development Summer Internship Program at the University of Michigan sparked an interest in fundraising (development) as a career. After working with several nonprofit organizations, he earned his Master’s in Public Administration in 2013, from U-M, specializing in nonprofit management. Muhi has over 14 years of nonprofit work and fundraising experience as a one-person development team to a Chief Development Officer.
In 2016 he became a Certified Fund Raising Executive from the Association of Fundraising Professionals and in 2017 earned a Certificate of Fund Raising Management from Indiana University’s Lilly School of Philanthropy where he is also Adjunct Faculty.
Muhi serves as the Co-Founder of the American Muslim Community Foundation helping families distribute more than $10 million since 2017. AMCF serves as a the only national nonprofit organization focused on creating Donor Advised Funds, Giving Circles, distributing grants, & building endowments for the American Muslim community.
Muhi enjoys traveling, photography, riding his motorcycle, and hiking.
As Vice Chancellor for Advancement and the Executive Vice President of the UC San Diego Foundation, Ann holds the overall managerial responsibility for all university fundraising campaigns and transformational initiatives. In addition, Ann provides the strategy and facilitation the top-tier volunteer leadership for the Campaign for UC San Diego, which successfully concluded at $3 billion in 2022.
Ann joined UC San Diego after a 30-year career in the performing arts, most recently as Deputy General Director of San Diego Opera. A natural innovator of marketing and development programs, Ann helped propel San Diego Opera into an internationally recognized company, hailed for both artistic and fiscal excellence. Responsible for leading the revenue team and board development units, she created a long-range strategic plan and led the ongoing recruitment and leadership of the 60-member Board of Directors, one of the most highly contributing and respected Boards in the region.
Dr. Bill Stanczykiewicz serves as senior assistant dean for external relations at the Indiana University Lilly Family School of Philanthropy. Bill directs The Fund Raising School while also serving on the academic faculty, teaching in the bachelors, masters, and doctoral degree programs. Bill has been associated with raising more than $120 million over the last 25 years as a nonprofit executive director and board member. His hobbies include dating his wife, Carmen, who is a major gift fundraiser, and they enjoy talking fundraising while strolling along San Diego Harbor or watching the sunset from Point Loma.
Adrienne Vargas has more than 30 years of development experience. She started her career as a student at Fordham University where she called alumni asking for donations. She then worked in annual giving for Harvard University before becoming a development officer for Grossmont Hospital Foundation. After six years at Grossmont Hospital Foundation, Adrienne was recruited to join The San Diego Foundation, where she worked for 20 years in a variety of roles, including overseeing human resources, the volunteer program, the San Diego Women’s Foundation, and donor relations.
In 2017 Adrienne joined San Diego State University as the Associate Vice President of Development before taking on the roles Vice President for University Relations and Development and President and CEO of The Campanile Foundation in 2018. Since joining SDSU, philanthropic support for the university has increased from over $83 million in 2018 to $136 million in fiscal year 2022.
Fact: The average monthly donor will give 5 – 20 times more money than a single gift donor. Your organization needs more of them.
In this seminar, Harvey McKinnon will teach you how to start and grow a lucrative monthly giving program, or improve your existing one. You’ll learn how to avoid common mistakes and maximize your income. You’ll come away with techniques to promote donor loyalty, raise more money, and increase your organization’s financial stability. Harvey will illustrate these lessons with real-life examples and case studies that you can apply to your own organization.
Harvey has been called the “Master of Monthly Giving”. He has helped thousands of organizations raise billions of dollars in monthly gifts. He is the author of three of the only four books ever written on monthly giving. The first one, Hidden Gold, launched monthly giving programs globally. And his latest is: How to Create Lifelong Donors through Monthly Giving (2022).
Donor advised funds (DAFs) are one of the fastest growing vehicles for charitable giving.
Why are donors using DAFs instead of giving directly to other nonprofit organizations, and how are DAFs helping donors maximize their philanthropy? Learn from the latest data on how you can incorporate DAF donors into your fundraising strategies.
Your prospects and donors have needs. When you satisfy these desires, they will give you money, much more money.
For over four decades Harvey McKinnon has been looking at fundraising from a donor’s perspective. In this session he looks at the 11 questions every donor asks, and he shows you how to answer them effectively. His strategy is being used by universities, international development agencies, hospitals and other nonprofits, all over the world
In this session you’ll learn:
We’ve all been part of the “rubber chicken event circuit” – those sometimes dreaded, often dull events that run together in our minds. Do you even remember why the last rubber chicken dinner you attended was held? How did it benefit the cause?
Donors today want to make an impact and they expect to see how their investments are being used to make a difference. Many nonprofits fall into the trap of holding the same event over and over each year. They spend countless dollars at hotels, have the same speakers, same video program and often forget WHY people are there.
Ingrid de Llamas will share ideas, lessons learned and the importance of re-evaluating your event program to include goals, consistent messaging and an understanding of the purpose and true cost of holding events. In this session you will learn how to create events with impact to further the mission of your organization.
Fewer than half of nonprofits have boards of directors fully engaged with fundraising. Using data from BoardSource and interviews with successful nonprofits, this session reveals six research-based findings pointing toward practical steps you can take toward 100 percent board giving and fundraising.
Don’t miss this opportunity to gain strategic insights and tools to increase the lifetime impact of your supporters.
Discover how to maximize the lifetime value of your supporters through various campaign types. Learn about the essential elements of an effective stewardship strategy and how an all-in-one fundraising solution can unlock valuable donor insights. Gain practical knowledge on engagement strategies such as nurturing first-time supporters into repeat donors and engaging your recurring supporters at your next fundraising event. The Classy expert team will also discuss how to identify and cultivate your next generation of peer-to-peer fundraising leaders.
Krista Lamp is the Senior Director of Brand, Events, Communication for Classy, a GoFundMe affiliate and Public Benefit Corporation that enables nonprofits to connect supporters with the causes they care about. Classy’s giving platform provides powerful fundraising tools so nonprofits can convert and retain donors. Since 2011, Classy has helped nonprofits raise over $5 billion. Previously, Krista spent 10+ years at some of the nation’s top public relations agencies.
Elizabeth Ruikka is the Sr. Director of Demand Generation and at Classy. She is a strategic marketing leader with a decade of expertise across digital and owned marketing channels. Passionate about staying up to date with the ever-changing digital landscape, Elizabeth enjoys advising nonprofits on how to maximize the impact of their online fundraising strategy. During her tenure at Classy, she has developed a strong understanding of the unique challenges nonprofits face and is invested in their success.
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