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As philanthropy becomes more important for your clients and your business, it is advantageous for you to be proactive in initiating charitable giving conversations.

Charitable planning opens the door for you to promote the breadth of your wealth management expertise, develop more holistic financial plans and build stronger client relationships.

But charitable giving can be complicated.

That’s why we partner with local wealth advisors to integrate philanthropy into your wealth management services, making it easy and efficient for both you and your clients. We can help guide charitable giving conversations to strengthen your client relationships while you retain control of their assets under management.

Our customized, tax-smart giving strategies help maximize your clients’ impact and financial benefits.

“My clients ​​really value the San Diego Foundation’s connections and work in the community. SDF helps me accomplish my clients’ financial planning objectives and charitable giving goals in new and innovative ways.”

Rick Brooks, CFP®, CFA®
Advisor, Director / Investment Management
Blankinship & Foster LLC

Charitable Giving Strategies

As San Diego’s only regional community foundation, we’re experts in identifying needs county-wide and maximizing impact. We connect clients with nonprofit organizations and philanthropic opportunities that reflect their values.

Our Giving Team can help you identify the best charitable giving strategies for your clients and their families, including:

Assets We Accept

We accept cash, non-cash and complex assets for charitable giving. Donating assets helps lessen the tax implications for appreciated assets or liquidity events.

Traditional assets

  • Cash
  • Stocks
  • Bonds
  • Mutual Funds
  • Retirement Plans
  • Life Insurance

Complex assets

  • Private Stock
  • Real Estate
  • Business Interests (including partnerships and interests in LLCs)

Resources

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“The Advisor” monthly e-newsletter provides philanthropy news and trends and financial planning strategies for wealth advisors and their clients.

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We Can Help

Continue managing your clients’ assets while they support charities through donor-advised funds or other charitable giving solutions at SDF.

Since 1975, we have partnered with wealth advisors and their clients to 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 goals?

Submit a Contact Form

Jason Rogers

Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
jrogers@sdfoundation.org

(858) 245-1508