Professional Advisors

The San Diego Senior Community Foundation (SDSCF) makes the creation of a fund simple, quick, and cost-effective.  The resources in this section offer everything potential and current donors need to set up and advise a fund.

As a trusted advisor, you are in a pivotal role to guide your clients to their optimal plan – assisting them as they consider their unique individual values and goals while also bringing charitable giving opportunities to their attention.

We can partner with you and your client to build charitable legacies that translate and preserve their spirit of giving. You maintain the primary relationship with your client and help them invest in the future of every San Diegan.

  1. Determine the Most Tax-wise Gift

Outright Gifts Can Be Made with:

Planned Gifts Can Be Made with:

  • Cash
  • Publicly Traded Securities
  • Private Equity and Closely Held Stock
  • Real Estate
  • Paid-Up Life Insurance
  • IRA Qualified Charitable Distributions
  • Bequests
  • Charitable Remainder Trusts
  • Life Insurance
  • Retirement Accounts
  • Other Deferred Giving Options

 

  1. Select the Type of Charitable Fund That Will Best Suit Your Client’s Philanthropic Interests

Types of Funds at the San Diego Seniors Community Foundation

Fund Type

Fund Description​

Endowment/Non Endowment ​

Donor Advised Funds

Provides an immediate tax deduction. Grants to non-profit agencies.

Both

Field of Interest

The fund supports a particular area of philanthropy, such as senior orphans, senior homelessness, or senior centers; the SDSCF board determines grant recipients.

Both

SDSCF Endowment

Gifts to the SDSCF Endowment leverage region-wide advocacy and strategic initiatives on behalf of seniors in perpetuity, anchoring SDSCF’s sustainability.

Endowment

Designated Endowment

The donor establishes a permanent endowment where net investment earnings are granted each year to one or more non-profit organizations specified by the donor.

Endowment

Agency Endowment

The donor establishes a permanent endowment where net investment earnings are granted each year to a specified non-profit organization.

Endowment

Discretionary Fund

Donor sets up a fund designated for seniors and authorizes the SDSCF board to direct grant distributions to innovative solutions and/or the most urgent need.

Both

  1. Call or email us to discuss your client’s situation and review possible strategies

619-684-9114   |   legacy@sdscf.org

Or simply send us a message using the form below.

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