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
- For online grantmaking, visit the Donor Portal
- To make a grant recommendation, complete a Grant Recommendation Form (submit via fax, mail or email)
- Review the International Grantmaking Fact Sheet
- Review lists of recommended organizations in our Giving Guide: Racial Justice or Giving Guide: Democracy
Donor Advised Fund (DAF)
- Review the Donor Advised Fund Fact Sheet
- Complete a Donor Advised Fund Agreement
- See Summary of Fees
- Learn more about our Investment Options
Estate Planning
- Partner with the foundation to create a plan that fits your financial and philanthropic goals. See the Estate planning and Bay Area Promise Society Brochure.
- Direct a charitable bequest to the San Francisco Foundation. See sample testamentary language.
Nonprofit Agency Funds
- Learn more about our options for Nonprofit Agency Funds
Professional Advisors
- Download the 2019 Professional Advisors Guide to assist your clients.
Give Guides: SFF Recommendations for Strategic Giving
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.