Opening a Donor Advised Fund

Welcome! We are excited that you wish to establish a fund at Rancho Santa Fe Foundation. When you open a fund at Rancho Santa Fe Foundation (the “Foundation”), you open the possibility of turning your vision into action.

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Opening a Donor Advised Fund

Welcome! We are excited that you wish to establish a fund at Rancho Santa Fe Foundation. When you open a fund at Rancho Santa Fe Foundation (the “Foundation”), you open the possibility of turning your vision into action.

Go To Form

Working with Rancho Santa Fe Foundation

When your fund is opened, our staff is always available to help you with any aspect of your charitable giving. This can include philanthropic research on organizations and interest areas, setting up site visits, and meeting with you to discuss your charitable giving goals.

DonorCentral

DonorCentral is a confidential online donor portal that allows you to view your current fund balance, review records of gifts to your fund and grants from your fund and make grant recommendations. After funds are received, you will receive a welcome email from Rancho Santa Fe Foundation with instructions on how to sign into DonorCentral. Please note that your Blackbaud ID is the email address you provide to the Foundation.

Fund Statements

Fund Status Reports are available on your DonorCentral portal. They are generally available by the 15 th day of the month following the quarter end. You may check the balance of your fund at any time by logging into DonorCentral with your Blackbaud ID and password or calling the Foundation at 858-756-6557.

Investment Performance

The Investment Committee of the Rancho Santa Fe Foundation Board of Directors makes asset allocation decisions for the Managed Pool of assets at the Foundation. This diversified portfolio is invested in indexed mutual funds at The Vanguard Group. The Managed Pool is designed to support a distribution rate of 5%, while at the same time increasing the value of the corpus at a rate greater than inflation, net of grant distributions and expenses.

Quarterly investment allocation and performance can be found on our website under the Giving and Investing tab.

Completing This Form

Please complete the fields to the best of your ability. If you don’t know the answer to a question, or prefer to leave it blank, please do so. Once we receive this form back from you, we will reach out to complete any missing information. Alternatively, you may call or stop by our office to have one of our Foundation staff members assist you with completing the form.

This form is intended for those opening a donor advised fund only.

If you have questions about other kinds of funds, please call the Foundation at 858-756-6557.

Community Foundations

100 Years

The Rancho Santa Fe Foundation, established in 1981, is part of a 100-year tradition of community foundations in the United States. We connect people and organizations to support philanthropy and address community needs together.

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