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.

Learn More about Donor-Advised Funds

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.

Learn More about Planned Giving

News & Updates

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.

See Fees

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.

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.

Submit a Contact Form

Leslie S. Klein

Leslie S. Klein, CFP®, AEP®
Director, Gift Planning Advisor
(619) 814-1353


Jason Rogers

Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
(858) 245-1508