Donor Resources

Downloadable Forms

If you have any questions regarding these forms, or need any assistance, please contact Donor Services at 415.733.8500. Most forms are in Adobe Acrobat PDF format. If you do not have the free Acrobat Reader you can download it here.

Donor Advised Fund Agreement (PDF)
Use this form to establish a Donor Advised Fund with The San Francisco Foundation.

Donor Advised Fund Features/Benefits (PDF)
Use this document to learn more about the features and benefits of opening a donor advised fund.

Grant Recommendation Form (PDF)
Use this form to make a grant recommendation via fax or mail. If you would like to make a grant recommendation online, please use Donor Center.

Stock Transfer Instructions (PDF)
Use the instructions on this form to make a gift of securities to the Foundation. Note: As of December 1, 2007, our Morgan Stanley account number and contact information has changed.

Cash Electronic Transfer Instructions (PDF)
Use the instructions on this form to make a gift of cash to the Foundation via electronic funds transfer.

Example of Standard Testamentary Language (MS Word)
Use this document as a guide in directing a charitable bequest to The San Francisco Foundation.

Links to Related Websites

Visit the following websites if you are looking for more information on nonprofit organizations, philanthropy, and foundations.

The Chronicle of Philanthropy
The newspaper of the nonprofit world.

The Council on Foundations
A nonprofit membership association of grantmaking foundations and corporations.

The Internal Revenue Service
Information and forms from the IRS.

The Foundation Center
Resources for grantmakers and grantseekers.

BBB Wise Giving Alliance
Collects and distributes information on nonprofit organizations that solicit nationally or have national or international program services.

For information about individual charitable organizations

Donor Center (coming soon)
Online tool to manage your fund. Coming soon the The San Francisco Foundation website.

Guidestar
A donors guide to the charitable universe.

Network for Good
A nonprofit initiative and online giving site.

Books about Philanphropy

Inspired Philanthropy by Tracy Gary & Melissa Kohner, Chardon Press

Wealthy and Wise:  How You and America Can Get The Most Out of Your Giving by Claude Rosenberg. 

Welcome to Philanthropy - Exploring Social Change Giving by Ann Slepian and Christopher Mogil, Published by National Network of Grantmakers, Phone: 619.231.1348

Just for Kids - Resources on Philanthropy

The National Center for Family Philanthropy, 1220 Nineteenth St., Suite 804, Washington, D.C. 20036 (202) 293-3424 for a list of publications.

Kids Care Clubs
Organization that helps kids learn about philanthropy through hands-on service projects.