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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.

Your Charitable Partner

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.

Learn More about Donor-Advised Funds

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.

Learn More about Planned Giving

Making an Impact

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
lesliek@sdfoundation.org
(619) 814-1353

 

Jason Rogers

Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
jrogers@sdfoundation.org
(858) 245-1508