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
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- 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
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
- Review our fact sheet to learn more about how to Include a Donor Advised Fund in Your Estate Plan
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 bequest language.
- Give through a charitable remainder trust. See charitable remainder trusts fact sheet.
- Qualified Charitable Distribution from your IRA. See detailed giving instructions.
- Direct a charitable bequest to your Donor Advised Fund at the San Francisco Foundation. Learn more about how to Include a Donor Advised Fund in Your Estate Plan.
Nonprofit Agency Funds
Learn more about our options for Nonprofit Agency Funds
Professional Advisors
Download the Professional Advisors Guide to assist your clients.
Give Guides
See our library of give guides available for download and review.
Year-End Giving Season Resources
See resources to help with your year-end giving compiled by our Philanthropic Services team.