As the end of the year approaches, many people are thinking about charitable giving and how they can make a positive impact in their community. One option to consider is gifting a donor-advised fund (DAF) to the San Diego Seniors Community Foundation (SDSCF).

A Donor-Advised Fund (“DAF”) is a giving vehicle that allows a donor to make a charitable contribution into a separate fund at the San Diego Seniors Community Foundation, lock-in a tax-deduction in the year given, and then recommend grants from the fund to nonprofit organizations of the donor’s choosing.

A gift to a donor-advised fund is a gift to a public charity because a donor-advised fund is, by definition, “owned and controlled” by a public charity. And for federal income tax purposes, this is good news, thanks to the highly favorable deductibility rules that apply to an individual’s lifetime gifts to public charities.

Setting up a DAF is quick and easy, and is an extremely simple, inexpensive, and effective way for you to support your favorite senior-related charitable causes in an efficient manner. You can add to your donor-advised fund whenever you want.

Donors that set up a DAF are given “advisory rights” on grantmaking from their fund. This enables you to direct your giving through one expertly managed and cost-effective vehicle. You choose which nonprofit agencies to support, how much to distribute and when.

Reasons you may want to set up a donor-advised fund include the following:

SDSCF has a strong track record of impact. The foundation works all year long to improve the lives of seniors in the San Diego area and has a reputation for effective and efficient use of funds. When you make a gift to the SDSCF through a DAF, you can have confidence that your charitable dollars are being used to make a real difference in the community.

Team members at the San Diego Seniors Community Foundation are available to meet with you to discuss your specific situation, the areas of charitable giving you are passionate about, and the benefits of a donor-advised fund. We recommend that you consult with your legal or tax counsel regarding your personal financial and tax planning considerations.

For more information about setting up a Donor-Advised Fund, please contact Kris Kelly at

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