Align Your Giving
As year-end giving and tax deadlines approach, we are providing you with tax-smart charitable giving strategies, grantmaking guidance and valuable resources to make the most of the 2024 Giving Season.
This year, consider aligning your giving with San Diego Foundation through the Fifty & Forward Campaign, the most ambitious fundraising and grantmaking campaign in our history.
By giving through your donor-advised fund (DAF) or making new contributions this November and December, you can make tax-smart gifts that have a meaningful impact for all San Diegans.
How to Gift Appreciated Stock
Add a Planned Gift to Your Estate Plan
QCDs Can Offset RMD Income Taxes, Boost Giving
Fifty & Forward Campaign
2024 Contribution Guidelines
We understand giving comes in all shapes and sizes. This November and December, it’s important to remember SDF accepts gifts of many types of assets, including cash, stocks and more.
Refer to the critical dates below to ensure that contributions and grant recommendations are received and processed by December 31, the IRS deadline for yearly tax deduction eligibility. For some assets, these dates fall in November.
Grantmaking | ||
---|---|---|
Grants | Log in to your MySDF account. Click on “Recommend Grant” and follow instructions. Or Call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. |
Grants guaranteed to be postmarked before December 31 must be received by December 19 at 12:00pm. |
Contribution Type | Action Needed | Timing |
---|---|---|
Mutual Fund | Call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. | Mutual fund donations must arrive to SDF by November 25. |
Stock | Submit a Stock Contribution Form or call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. | Stock donations must arrive to SDF brokerage accounts by December 30 at 12:00 p.m. |
Credit Card | Log in to your MySDF account. Click on “Give to My Fund” and follow instructions. Or Call Donor Services at (619) 814-1332 to contribute to your fund with your credit card. |
Credit card donations can be made online before midnight on December 31. Phone or in-person credit card donations must be processed by December 31 at 12:00 p.m. |
Check | Mail to: Attn: Donations San Diego Foundation 2508 Historic Decatur Road, Suite 200 San Diego, CA 92106 Please write your fund name and number in the memo field of your check. Make the check payable to San Diego Foundation. (For Endowment funds, please indicate whether the gift should be applied to the principal or distributable portion of the fund.) |
Mailed checks must be postmarked by the U.S. Post Office by December 31. Hand-delivered checks must arrive to SDF by December 31 at 12:00 p.m. |
Electronic Bank Transfer | Log in to your MySDF account. Click on “Give to My Fund” and follow instructions. Or Call Donor Services at (619) 814-1332 to set up an electronic bank transfer to your fund. |
Funds must be received by December 31. |
Wire Transfer | Call Donor Services at (619) 814-1332 or email DonorServices@sdfoundation.org. | Funds must be received by December 31. |
IRA Includes Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs) |
Deadlines and actions needed are dependent on IRA contribution type and custodian. |
Here to Support Your Giving
Your philanthropy is personal. Our Donor Services Team is here to help you this Giving Season by delivering world-class service and promptly responding to your needs.
We can support your giving and philanthropic goals in many ways, including:
- Helping you make grants that will meet our community’s greatest needs
- Sharing our expertise in the urgent issues facing our community
- Providing research into nonprofits or issues to support your philanthropy
- Connecting you to nonprofits, causes and other funders that align with your interests
- Assisting you in making donations of any kind and opening new funds
- Helping you navigate and use the MySDF Donor Portal