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

See our library of give guides available for download and review.