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Join us September 9-10 at the 2026 San Diego Fundraising Conference presented by PNC Bank.

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Home / Professional Advisors / Professional Advisor Toolkit

Professional Advisor Toolkit

Help your clients understand how SDF can support their financial charitable giving goals. Download, print and share the resources below.

Printable Resources

  • Why Partner with San Diego Foundation
  • Charitable Giving Guide
  • Asset Management Partnership (AMPlify)
  • Essential Guide to Donor-Advised Funds
  • Private Foundation Solution
  • Private Foundation Solution Fees
  • Comparison of DAF vs. Private Foundation
  • Custom Corporate Giving
  • Custom Corporate Giving Fees
  • Guide to Planning Your Will & Trust
  • Gifts of Real Estate
  • Gifts of Stock
  • Sample Bequest Language for Wills and Trusts
  • Sample Fund Purpose Statements for Legacy Gifts

Online Resources

  • Giving Team
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  • Fast Facts
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  • Impact Areas
  • Professional Advisor Insights
  • Planned Giving
  • Planned Gifts Calculator
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  • Investment Performance Updates
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  • Financial Statements & Tax Returns
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