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Why Open a Donor Advised Fund

A Donor Advised Fund at the Rancho Santa Fe Foundation is an effective way to put your vision for a better world into action that changes lives. The benefits of a Donor Advised Fund include tax advantages and simplified charitable giving for you as well as significant impact for your favorite charities and causes that receive your contributions.

Why Open a Donor Advised Fund

A Donor Advised Fund at the Rancho Santa Fe Foundation is an effective way to put your vision for a better world into action that changes lives. The benefits of a Donor Advised Fund include tax advantages and simplified charitable giving for you as well as significant impact for your favorite charities and causes that receive your contributions.

We hope you will choose to partner with us by opening a donor advised fund at the Rancho Santa Fe Foundation.  Contact us to discuss your charitable giving options and develop a strategy for your philanthropy. Use this chart to compare three types of giving options: RSF Foundation Donor Advised Fund, Commercial Donor Advised Fund, Private/Family Foundation. This information can help you decide which approach is right for you. We also recommend that you consult a financial advisor to discuss a donor advised fund as part of your overall investment strategy.

Tax Benefits of donor advised funds are often among the most important considerations of donors for opening this type of fund. With a donor advised fund, time is on your side. You receive an immediate tax deduction for your contribution that establishes the fund, and for your additional contributions to the fund. Then, you recommend grants from the fund to qualified nonprofit organizations of your choice over time.

Assets to Open the Fund include:  cash and cash equivalents, appreciated securities, bequests, life insurance and real estate, among others.  Contact us if you have questions about assets you wish to transfer.

Simplicity and Privacy are highly valued by many of our fundholders. We take care of printing and sending the checks to the charities you designate. We send you a gift acknowledgement letter for each addition to the fund and quarterly Fund Status Reports. You have no other receipts to itemize for tax time. If you choose, your grants may be made anonymously from your fund.

Investment Performance information is readily available to you.  Monthly investment earnings are credited to your fund, and earnings on your fund grow tax-free. The Foundation’s fee structure is competitive with commercial firms and local charitable institutions. Contact us to find out more.

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Military Support in San Diego

Heroes

We support military service members, veterans and their families through The Patriots Connection and the Navy SEAL Foundation Fund at the Rancho Santa Fe Foundation.

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