You know your clients.

We know philanthropy.

Since 1975, we have helped advisors and clients build tax-smart charitable giving strategies through value-added services, including:

Assets We Accept

We accept gifts of cash, publicly traded securities and complex assets like real estate to help you and your clients reach year-end goals.

2023 Contribution Guidelines

We understand giving comes in all shapes and sizes. This November and December, it’s important to remember SDF accepts gifts of many types of assets, including cash, stocks and more.
Refer to the critical dates below to ensure that contributions are received and processed by December 31, the IRS deadline for yearly tax deduction eligibility. For some assets, these dates fall in November.
Contribution Type Action Needed Timing
Mutual Fund Call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. Mutual fund donations must arrive to SDF by November 27.
Stock Submit a Stock Contribution Form or call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. Stock donations must arrive to SDF brokerage accounts by December 28 at 1:00pm.
Credit Card Log in to your MySDF account.
Click on “Give to My Fund” and follow instructions.

Or

Call Donor Services at (619) 814-1332 to contribute to your fund with your credit card.
Credit card donations can be made online before 12:00
a.m. on December 31
.

Phone or in-person credit card donations
must be processed by December 29 at 12:00 p.m.
Check Mail to:
Attn: Donations
San Diego Foundation
2508 Historic Decatur Road, Suite 200
San Diego, CA 92106

Please write your fund name and number in the memo field of your check. Make the check payable to San Diego Foundation. (For Endowment funds, please indicate whether the gift should be applied to the principal or distributable portion of the fund.)
Mailed checks must be postmarked by the
U.S. Post Office by December 30.


Hand-delivered checks must arrive to SDF by
December 29 at 12:00 p.m.
Electronic Bank Transfer Log in to your MySDF account.

Click on “Give to My Fund” and follow instructions.

Or

Call Donor Services at (619) 814-1332 to set up an electronic bank transfer to your fund.
Funds must be received by December 29.
Wire Transfer Call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. Funds must be received by December 29.
IRA
Includes Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs)
Deadlines and actions needed are dependent on IRA contribution type and custodian.

Partner with Us

Our team is dedicated to finding creative, tax-effective ways for professional advisors and your clients to make positive impacts in the San Diego region and beyond.

Interested in learning how we can partner to meet your clients’ year-end goals before 2023 comes to an end? Contact us today.

Telephone Email Submit a Contact Form

Jason Rogers

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