You know your clients. We know philanthropy.
For more than 45 years, we have partnered with a large network of wealth advisors, estate planning attorneys, tax planners and other advisors to help high-net-worth clients and families achieve financial planning objectives and charitable giving goals, while maximizing tax deductions.
From establishing donor-advised funds to building your clients’ legacies and providing them with grantmaking guidance on community needs, we act as your team’s charitable partner, supporting your clients through the giving process as you retain complete control of your relationships.
Give to Donor-Advised Funds
We are committed to inspiring and enabling philanthropy in our region. We support several other nonprofit organizations with dedicated missions that align with our vision for just, equitable and resilient communities.
Your Client’s Legacy
Gifting through an estate allows your client to create a lasting legacy in San Diego.
With 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 the community and causes they care about.
Making an Impact
Individual & Family Giving
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 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.
Leslie S. Klein, CFP®, AEP®
Director, Gift Planning Advisor
Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations