We understand that no single investment plan can meet every clients’ needs.
That’s why we offer your clients a range of investment portfolios to meet charitable and financial planning goals, whether they are short or long-term.
With over 150 years of combined global and domestic expertise, our Investment Committee partners with our Investments team to drive asset management and tax-free growth to meet fund objectives.
If your client’s assets exceed $250,000, consider participating in our AMPlify (Asset Management Partnership) program, which allows you to continue managing your client’s wealth while offering your clients access to our experienced Giving Team.
We Can Help
Since 1975, SDF has helped passionate, socially minded citizens find ways to create positive impacts in communities across San Diego and beyond.
Interested in learning how our charitable giving strategies 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