Wealth Advisors
Estate Planners
Tax Planners
You know your clients. We know philanthropy.
For more than 45 years, professional advisors have partnered with us to help achieve financial planning objectives and charitable giving goals for high-net-worth clients and families.
We act as your team’s charitable partner, supporting your clients through the giving process as you retain complete control of your relationships.
Giving to Donor-Advised Funds
Through donor-advised funds (DAFs), your clients receive the benefits of a private foundation with less overhead, improved tax deductions, increased grant flexibility and access to giving experts.
Your Client's Legacy
Through a planned gift, your client communicates exactly how funds will be granted and receives peace of mind knowing that their future contributions will go directly back to causes they care about.
News & Updates
Professional Advisor Insights
Professional Advisor Insights
Professional Advisor Insights
Professional Advisor Insights
Investing For Good
Our financial statements and investment history ensure you can trust our long-term fiscal stewardship of your clients’ charitable gifts.
Under the oversight of our Board of Governors Investment Committee and Chief Investment Officer, we invest donor-advised funds in a diverse, carefully defined set of asset classes to mitigate risk and provide sustainable growth.
Our Giving Team will work with you to identify which of our investment portfolios and accompanying fees meet your clients’ charitable goals.
Professional Advisor Insights
Learn from industry peers and professionals about tax-effective, philanthropic strategies for you and your clients. Or, contribute valuable charitable planning knowledge of your own.
Administrative Fees
Administrative fees support our charitable mission, research, grantmaking and programs and enable us to provide opportunities for your clients to collaborate and identify community challenges, opportunities and new forms of philanthropy.
Professional Advisor Toolkit
Help your clients understand how SDF can support their charitable giving. We offer professional advisors the resources as part of our Professional Advisor Toolkit.
We Can Help
Since 1975, San Diego Foundation has helped passionate, socially minded citizens find ways to create positive impacts in communities across San Diego and beyond.
Interested in learning how we can meet your clients’ financial planning and charitable giving goals? Contact our charitable giving experts.
Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
jrogers@sdfoundation.org
(858) 245-1508