Benefits for You

  • Retain client revenue and assets under management
  • Integrate charitable planning into your wealth management services
  • Convert non-managed assets, such as real estate, into charitable assets under management
  • Strengthen client relationships by offering a value-added service
  • Work with a dedicated Giving Team expert at the San Diego Foundation
  • Connect with local leaders and donors at exclusive events

Benefits for Clients

  • Access to world-class support from our Giving Team to maximize the impact of giving
  • Leverage local nonprofit experts to understand community needs
  • Explore a range of charitable funds to take an active role in grantmaking
  • Connect with like-minded philanthropists at exclusive events
  • Benefit from tax deductions only available to public charities
  • Connect with local leaders and donors at exclusive events
  • Learn from national and regional thought leaders about the challenges and opportunities facing our region

3 Steps: How AMPlify Works

  1. To qualify for AMPlify, your client must open and maintain a charitable fund with a minimum of $250,000 using cash, non-cash or complex assets.
  2. Once the minimum threshold is met, the San Diego Foundation will complete a due diligence process and work with you to establish an Investment Policy Statement (IPS).
  3. When ready, you will transfer your client’s charitable contribution to the designated San Diego Foundation account on your investment platform. As part of the program, you will execute the IPS with maximum transparency, including monthly reporting.

Join AMPlify Today

Since 1975, SDF has partnered with wealth advisors and their clients to find ways to create positive impacts in communities across San Diego and beyond.

Interested in joining our AMPlify program? Contact us.

Submit a Contact Form

Jason Rogers

Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
(858) 245-1508