Professional Advisor Insights
Election Season, Event Tickets & Starting the Charitable Giving Conversation
Professional Advisor Insights
Client Procrastination, Closely-Held Stock Gifts & Tips to Stay Current
Professional Advisor Insights
Advising Frugal Clients, Passing Wealth to Children & Gifts of Real Estate
Professional Advisor Insights
Emotional Ties to Stock, Mixing Business with Charity & Locking in the Exemption
Partner with Us
Since 1975, San Diego Foundation has helped 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? Contact our charitable giving experts.
Leslie S. Klein, CFP®, AEP®
Director, Gift Planning Advisor
lesliek@sdfoundation.org
(619) 814-1353
Jason Rogers, AIF, CWS
Director, Wealth Advisor Relations
jrogers@sdfoundation.org
(858) 245-1508