Efficient, effective, impactful. There are many benefits for donors and nonprofit organizations who work with the Rancho Santa Fe Foundation to achieve their charitable goals. You are able to maximize giving through the expertise of our locally staffed professionals, excellent investment stewardship and dedicated community leadership.
Donors can choose from a variety of charitable funds, such as a donor advised fund or an endowment fund, when establishing a charitable giving fund with the Rancho Santa Fe Foundation. Read on to learn about the options and benefits.
Charitable Funds Opened by Individuals and Families
What is it? A donor advised fund enables you and your family to make grants to the charitable causes and organizations of your choice. Our professional staff can help you identify the most effective nonprofits addressing the causes you care about. Here’s how it works:
- Make a contribution to establish the fund and receive a full tax deduction.
- Distribute the money in the fund, which grows, tax-free, to your chosen charitable organizations over time.
- Make additional tax-deductible gifts to the fund at any time.
The Benefits:
- Tax benefits
- Simplicity & privacy
- Invested funds
- Variety of assets may be contributed to open the fund
Learn more about what these benefits mean and entail here: Why Open a Donor Advised Fund.
To get started, simply contact us.
The Benefits:
- Multiple donors can contribute.
- It provides support for current needs, as well as long-term sustainability for the selected organization.
Contact us to learn more.
The Benefits:
- Multiple donors can contribute.
- Unlike the designated endowment fund, you don’t need to select a specific organization(s).
- It provides sustainable philanthropic support for causes you are passionate about.
The Benefits:
- Multiple donors can contribute.
- It offers the opportunity to honor a teacher or mentor who has changed your life, while directly impacting lives of youth in need of a scholarship.
To learn more or start your scholarship fund today, contact us.
The Benefits:
- You plan ahead for how your charitable assets will be directed in the future.
- It can be established with various types of assets.
- It provides sustainable support for organizations that benefit the community.
Learn more at our Legacy Council Page.
The Benefits:
- The Community Impact Fund offers the potential for greater impact because multiple donors giving together through Community Impact Grants can do more than most individual donors could alone.
- New donors can join at any time, adding to efforts already in progress.
Learn more at the Community Impact Fund.
Funds Opened by Nonprofit Organizations
The Benefits:
- Multiple donors may contribute.
- Organizations may establish multiple endowments.
- It provides long-term sustainability and revenue for a nonprofit organization.
Learn more (and even get started) at our Nonprofit Endowments page.
The Benefits:
- Multiple donors can contribute.
- It is ideal for young organizations in need of access to assets to cover immediate needs for success and growth.
- It can support a special project at your organization.
- It can be a way to start a fund that could be endowed in the future.
To learn more and get started, contact us.
The Benefits:
- Multiple donors can contribute.
- It offers the opportunity to honor a member of your organization and directly impact the lives of youths in need of a scholarship.
Learn more about how to start a scholarship fund by contacting us.
The Benefits:
- As you receive donations and wait for the IRS determination of your nonprofit status, we handle the back-office administration for you.
To get started, simply contact us.
