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 
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. Please email completed forms to

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

Bay Area Community Impact Fund Overview (PDF)
This overview includes information about the Foundation’s Bay Area Community Impact 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 or 415.733.8590.

To Donate Via Check
To make a gift of a check to the foundation, please send the check made payable to The San Francisco Foundation. Indicate the name of your fund in the memo line and mail the check to:

The San Francisco Foundation
One Embarcadero Center, #1400
San Francisco, CA 94111

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.