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Planned giving is about legacy. How do your clients want to be remembered? What will they pass on beyond their lifetimes?

We partner with estate planning attorneys to build unique charitable giving strategies that align with your clients’ values and passions – and complement their overall estate plan – to provide lasting financial and tax benefits.

As a community foundation, we offer unique estate planning strategies that other institutions can’t provide.

We act as your charitable partner, adding philanthropic expertise to your services as you retain complete control of your client relationships.

“My clients and I work with San Diego Foundation giving advisors to realize estate planning goals, which often include using sophisticated trusts to increase charitable impact and maximize tax deductions.”
Laura L. Nichols
Estate Planning, Trust & Probate Law
Buchalter Law Offices

Types of Planned Gifts

As San Diego’s only regional community foundation, we know San Diego’s issues and our nonprofit community. We can connect your clients with planned giving opportunities that truly reflect their values.

Our Giving Team can help you identify the best planned giving option for your clients and their families. Planned giving vehicles include:

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We Can Help

Investing in the future of San Diego with SDF ensures your clients’ gifts will directly support community needs for generations to come.

Since 1975, we have partnered with estate planners and their clients to find ways to create positive impacts in communities across San Diego and beyond.

Interested in learning how planned gifts can meet your clients’ estate planning 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