Menu of Services
The San Diego Foundation offers a wide variety of services to assist you concerning your private or family foundation. These include services that will create the highest impact of your grant making, along with ensuring you receive the optimal tax benefits possible.
By working with The San Diego Foundation you have the best of all worlds: the advantages of a private foundation without the associated start-up, administrative, and maintenance costs.
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 helping to involve family members in philanthropic activities.
Consulting for all Generations and Succession Planning
You can share the giving experience with current and future generations by working with The Foundation to establish a succession plan, introduce philanthropy to younger generations or facilitate decision-making processes within the family.
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
A password-protected area of The Foundation’s website allows you to check fund balances, review recent activity, and submit grant recommendations.
Anonymous Giving and Followup
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.
Scholarships
Some families choose to create both a standalone private foundation and a customized family scholarship program at The San Diego Foundation. To learn more, please contact us at GivingTeam@sdfoundation.org or 619-235-2300.