Donor Forms and Resources

We offer a broad spectrum of charitable giving vehicles — powerful philanthropic tools for individuals, families, or businesses. Below are forms available for your use to open and manage your fund with The San Francisco Foundation and leaving your legacy for generations to come.

Opening a Fund

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

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

Managing Your 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.

TSFF Stock Transfer Form (PDF)
Use the instructions on this form to make a gift of securities to the Foundation.

Program-Related Investment Fund Overview (PDF)
This overview includes information about the Foundation’s Program-Related Investments Fund, including types of projects and impact the fund supports, and the terms to take part in the fund.

Cash Electronic Transfer Instructions
To make a gift of cash to the Foundation via electronic funds transfer, please contact Foundation staff at donorservices@sff.org or 415.733.8500.

Leaving Your Legacy

Estate Planning and Bay Area Promise Society Brochure (PDF)
This brochure includes information how you can partner with the foundation to create a plan customized to your financial and philanthropic goals.

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