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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

Enhance Your Services with SDF

Since 1975, we have partnered with a large network of San Diego professional advisors to help high-net-worth clients achieve financial planning objectives and charitable giving goals, while maximizing tax deductions.

Our partnership allows your firm to provide these value-added services:

Assets We Accept

At SDF, we accept gifts of cash, publicly traded securities and complex assets like real estate to help you and your clients reach year-end goals.

2022 Contribution Guidelines

We understand giving comes in all shapes and sizes. This November and December, it’s important to remember SDF accepts gifts of many types of assets, including cash, stocks and more.
Refer to the critical dates below to ensure that contributions are received and processed by December 31, the IRS deadline for yearly tax deduction eligibility. For some assets, these dates fall in November.
Contribution Type Action Needed Timing
Mutual Fund Call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. Mutual fund donations must arrive to SDF by November 23.
Stock Submit a Stock Contribution Form or call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. Stock donations must arrive to SDF brokerage accounts by December 29 at 1:00pm.
Credit Card Log in to your MySDF account.
Click on “Give to My Fund” and follow instructions.

Or

Call Donor Services at (619) 814-1332 to contribute to your fund with your credit card. Credit card processing fees will apply.
Credit card donations must be processed by SDF by December 30 at 12:00pm.
Check Mail to:
Attn: Donations
San Diego Foundation
2508 Historic Decatur Road, Suite 200
San Diego, CA 92106

Please write your fund name and number in the memo field of your check. Make the check payable to San Diego Foundation. (For Endowment funds, please indicate whether the gift should be applied to the principal or distributable portion of the fund.)
Mail must be postmarked by the U.S. Post Office by December 31.
Electronic Bank Transfer Log in to your MySDF account.

Click on “Give to My Fund” and follow instructions.

Or

Call Donor Services at (619) 814-1332 to set up an electronic bank transfer to your fund.
Funds must be received by December 30.
Wire Transfer Call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. Funds must be received by December 30.
IRA
Includes Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs)
Deadlines and actions needed are dependent on IRA contribution type and custodian.

Bunching Charitable Donations

The standard deduction for married couples filing jointly for tax year 2022 is $25,900. For single taxpayers, the standard deduction is $12,950. For charitably inclined clients who fall short of these standard deductions, they may be able to write off charitable donations if they opt to “bunch” – or double up – gifts in 2022.

Learn More

Partner With Us

Our team is dedicated to helping passionate, socially minded citizens find ways to create positive impacts in communities across San Diego and beyond.

Interested in learning how we can meet your clients’ financial planning and charitable giving goals before 2022 comes to an end? Contact us today.

Submit a Contact Form

Jason Rogers

Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
jrogers@sdfoundation.org
(858) 245-1508