2018 Year-End Giving Season Resources

Our Development and Donor Services team has put together a comprehensive resource guide to help with your year-end giving.

Important Tips for 2018 Year-End Giving Season

Thank you for your partnership with The San Francisco Foundation. It’s an honor to help you with your charitable goals and interests. We hope the following information is a useful reference as you plan your 2018 year-end giving. Please call our dedicated Donor Services Help Line at 415-733-8590 or email us at donorservices@sff.org if you have any additional questions.

Important Year-End Giving Deadlines

  • December 14, 2018: Recommended date to initiate gifts of securities or wire transfers.
  • December 14, 2018: Grant recommendations due by 12:00 p.m. PST.
  • December 31, 2018: This is the final date for charitable contributions to be tax deductible for 2018.

Co-Invest with The San Francisco Foundation 
Co-invest with us in high-performing nonprofits that improve the lives of Bay Area residents. Check out our equity recommendations on People, Place, and Power, or contact donorservices@sff.org for a customized list of nonprofits making difference on the issues you care about.

Contribute to Your Fund

Your donor advised fund is a simple tool to help you meet your tax planning goals for this year. As you look at your charitable giving for the end of the year, please consider the following:

● All contributions into your fund receive the maximum income tax deduction allowed by the IRS.
● If you contribute long-term, appreciated securities (e.g., publicly traded stocks) to your fund, you qualify for an immediate income tax deduction equal to the full market value of the stock and you avoid paying capital gains taxes. It’s a great way to front-load your giving, receive an income tax deduction and have flexibility in when you support your favorite causes.
● If you have a private foundation that needs to meet its annual payout requirement, our foundation can offer ways to meet this obligation.

Make Gifts of Stock
Please notify us in writing when you plan to transfer a gift of securities. You can send a copy of the instructions you give to your broker to donorservices@sff.org or fax to 415.399.1610. The letter of instruction should include a description of the security (e.g., 50 shares of XYZ Inc. stock), the name of your fund and the name of the donor for tax purposes (e.g., living trust).

Send Your Stock Gift to:
Morgan Stanley
Attn: Gale Group/Steven Amos
1333 North California Blvd, Suite 133
Walnut Creek, CA  94596
Phone: 925.746.2936
Fax: 925.246.5045

Account Number: 125-523576-115
Account Name: The San Francisco Foundation
DTC#: 0015

Please log in to our online portal, Donor Center, to easily make new or repeat grant recommendations.

Volunteer this Giving Season – Give Your Time!

Once again for the upcoming holiday season, we’ve created a list of volunteer opportunities for your consideration. Now is the time to connect with your family and community to make a difference in the lives of Bay Area families. Share these opportunities with your network and bring your children with you. It’s a great chance for them to learn about the importance of giving back to the community.

Please visit our website for the list of holiday volunteering ideas. The nonprofits will be so grateful for your time and support.

Gift Planning Strategies: The IRA Charitable Rollover

The IRA Charitable Rollover is a unique federal provision allows anyone 70.5 years or older to make an outright gift directly from their IRA to The San Francisco Foundation or other favorite charitable organizations of up to $100,000, without paying income tax on the distribution. See Detail Giving Instructions.

Who can make a gift through the IRA Charitable Rollover?

Anyone with a traditional or Roth IRA who is 70.5 years old and above.

How much can be donated this way?

Up to $100,000 in 2018, no matter what your income is.

Can I donate to a foundation Donor Advised Fund this way?

Unfortunately, no. IRS rules do not permit IRA Charitable Rollover contributions to a DAF or private foundation.

If I make a gift from a traditional IRA, am I required to take a minimum required distribution (MRD)?

Yes, but you can use the IRA charitable rollover gift to meet all or part of this requirement.

Do I get a federal income tax deduction?

No, but you are not required to pay federal income tax on the withdrawal either. NOTE: Some states may not exclude gift amounts withdrawn from an IRA for state income tax purposes. Consult with your tax adviser.

Do gifts from other retirement accounts qualify? 

Gifts from retirement accounts other than IRAs—such as 401(k), 403(b) and SEP accounts—are not eligible to make direct transfers. However, donors may be able to make qualified, tax-free transfers to their IRA, and then make the IRA charitable rollover gift. Consult with your adviser.

How do I make a gift to The San Francisco Foundation this way?

  • Contact your retirement plan administrator well before the December 31 deadline to learn how to initiate the transfer.
  • Instruct trustee to make distribution directly to The San Francisco Foundation or other favorite nonprofit with your name included in the check memo. The check or distribution should not come to you.
  • Contact us or your other favorite nonprofit to alert us / them of your generous plans.

Want to learn more about this unique giving option? Contact Sindy Craig, Director of Planned Giving, at (415) 733-8534 or scraig@sff.org

Your Development and Donor Services Team is here to support you

We look forward to answering your questions, conducting research for you, and providing information on products, services, and programs that help support your charitable goals and interests.

We can help you:

  • Develop a personalized giving plan and engage your family in philanthropy
  • Research, evaluate, and select nonprofit organizations, preserving your anonymity
  • Connect you to like-minded individuals who share your philanthropic interests
  • Donate a variety of complex assets and choose the best giving solution for your needs
  • Establish funds for your children, grandchildren or employees
  • Create a charitable legacy

Did You Know…

Do you need a Stock Transfer Form or Grant Recommendation Form?
Click here for these forms and more.


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