Current Donor Resources

Frequently Asked Questions

Who should I contact if I have questions?

For questions, contact Donor Services at (619) 814-1332 or DonorServices@sdfoundation.org.

How do I make additional gifts to my fund?

See the How to Give to Your Fund table above for information on how to give to your fund by asset type.

How do I include SDF in my estate plan?

You can name SDF in your will or living trust to support your community and retain complete control over the assets during your lifetime while earning a full charitable deduction on estate taxes. This type of gift – called a charitable bequest – can be a specific dollar amount, a percentage or all of your estate, or what remains after other bequests are made. For more information, contact Donor Services at (619) 814-1332 or DonorServices@sdfoundation.org.

What are the fees administered to my fund?

Fees from charitable funds at SDF fund our nonprofit operations and are re-invested into communities through grantmaking, programs, and initiatives that support urgent regional needs. See all fund fees here.

How do I recommend grants?

Login to MyTSDF to recommend a grant from your fund. Or, complete a Grant Recommendation Form and email it to grants@sdfoundation.org or mail to:

San Diego Foundation2508 Historic Decatur Road, Suite 200, San Diego, CA 92106

How can I include my family in grantmaking?

You can add family members as current fund advisors to your charitable fund to actively make grants. Additionally, you can name relatives as successor advisors to carry on grantmaking from your fund after your lifetime.

Can SDF identify nonprofits that I can support?

Yes. Contact Donor Services at (619) 814-1332 or DonorServices@sdfoundation.org to learn about community needs, regional challenges and impactful nonprofit organizations to guide your grantmaking.

What type of assets can I give to my fund?

We accept cash, non-cash and complex assets. See the How to Give to Your Fund table above for information on how to give to your fund by asset type.

How do I get my fund statement?

Log in to MyTSDF to access your fund statement at any time.

Why can’t I access my most recent month of activity on my fund statement?

Due to the complexity of our investment portfolios and depth of wealth managers, it takes an average of two weeks each month for our investment management provider to collect, finalize and deliver an overlying activity statement for the prior month. Once received, our team reconciles, syncs and uploads the activity to our secure portal – a process that takes up to three business days – so that your activity is accessible on your San Diego Foundation fund statement. In total, this process could take up to three weeks to complete.

What if I prefer for my grantmaking to be anonymous?

You can ask to be completely anonymous in all your grants through SDF. The Foundation maintains the highest level of confidentiality with respect to fund information. We do not release the personal or financial information of any individual or organization without the consent of the donor.

How can I learn more about the San Diego Foundation Strategic Plan?

Learn about our vision for just, equitable and resilient communities on our website and read our frequently asked questions for more information. If you would like to speak to The Foundation about the plan, contact Donor Services to be connected to the appropriate Foundation team member.

What is the San Diego Foundation Employee Identification Number (EIN)?

Our EIN is #95-2942582.