Why San Diego Foundation
This November and December – known as the “Giving Season” – join local professional advisors who turn to SDF for charitable tax expertise, community knowledge and grantmaking guidance to strengthen client engagement.
We help you and your clients give for good, while you retain complete control of your client relationships.
As you consider what your clients can donate with year-end deadlines approaching, reference our 2022 Contributions Guidelines to plan gifts accordingly.
“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