Value-Added Services
A fund at The San Diego Foundation offers you many of the advantages of a private foundation without the associated start-up, administrative, and maintenance costs. We simplify your process and provide you with the following information:
- A quarterly summary of your fund's activity and performance information.
- A separate confirmation for each grant and additional contribution.
- A single form for tax filing purposes.
In addition to a number of administrative services to make your grant making process more efficient, The San Diego Foundation also offers a number of specialized services for greater impact over time.
Philanthropic Consultation
You are assigned a dedicated fund manager and have access to a team of experts who will understand your needs and anticipate how they may change over time, identify new giving opportunities and help to involve family members in philanthropic activities.
Nonprofit Research
You can take advantage of The Foundation’s expertise and history in identifying organizations that fit your goals. The Foundation is happy to connect you with nonprofits and even arrange on-site visits or meetings.
Online Services
My Fund is a password-protected area of The Foundation’s website that allows you to check fund balances, review recent activity, and submit grant recommendations.
Consulting for all Generations
You can share the giving experience with current and future generations by working with The Foundation to establish a fund succession plan, introduce philanthropy to younger generations or facilitate decision-making processes within the family.
Anonymous Giving
For many donors, the true spirit of philanthropy is about making anonymous gifts to meaningful causes. The Foundation empowers you to give on your terms by providing the level of anonymity that matches your giving strategy, offering guidance on a grant-by-grant basis.