Forms and Resources

Forms and Resources

Click on the sections below for forms, guides, and resources available to help with your giving planning.

The San Francisco Foundation is a registered 501(c)(3) tax-exempt organization, and our Employer Identification Number (EIN) is #01-0679337.

Ways to Manage Your Fund

Donor Advised Fund (DAF)

Estate Planning

Nonprofit Agency Funds

Professional Advisors

Give Guides: SFF Recommendations for Strategic Giving

Advancing Racial Equity Give Guide – To help spark ideas for your year-end giving, our team is offering this guide, curated by local experts, highlighting community-based organizations that are making significant advancements for racial equity in the Bay Area. Download Give Guide.

Racial Justice Give Guide – The organizations featured in this guide are doing critical, responsive work during the pandemic, economic collapse, and racial justice uprisings. Download Give Guide.


Democracy and Racial Justice Give Guide – The organizations featured in this guide are working to mobilize resources and people to protect and improve our democracy. Download Give Guide.


Election Response Give Guide – Funding options in this guide include organizations that work to help preserve democracy at the national, state, and local levels. Download Give Guide.


In addition, we provide giving options and ways to support community groups responding to AAPI violence and hate and organizations reimagining public safety, justice, and advocacy. Click on the links to read our statements to those recent events that include giving options and ways to support.