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Donor Advised Funds & Stock Gifts

Giving from Donor Advised Funds

Donor Advised Funds (DAFs) are an easy and tax-efficient tool for charitable giving.

DAFs are like your own private foundation without any of the administrative red tape, providing an immediate tax deduction for your charitable contribution, while also allowing you time to decide when you want to make a grant from the fund.

You can use your Donor Advised Fund to:

When you make a DAF gift, the brokerage firm may not share your information with us.

Please fill out the form below when you have made a gift so we can thank you for your support

Make a Gift from a Donor Advised Fund

If you are a client of some of the largest Donor Advised Funds, you can easily make a designation by conveniently clicking on the link of your Fund below.

Grants made to San Diego Rescue Mission through Donor Advised Funds are designated to be used “Where Most Needed.” If you have a specific interest that you’d like to discuss, please contact Michelle Smith, Vice President of Development at 619-819-1892 or msmith@sdrescue.org.

 

San Diego Rescue Mission’s
tax I.D. number is 95-1874073.

Making A Gift of Stocks

Did you know that when you make a stock gift to the San Diego Rescue Mission, you can avoid capital gains tax on your donation and the full value of stock is tax deductible? In fact, you can save money and have a bigger impact on combating homelessness.

You can make a stock gift via electronic transfer through your broker.

If you are ready to make a stock gift, fill out the form and then you will be guided to San Diego Rescue Mission information to share with your broker.

Benefits of Making an IRA Charitable Rollover Gift

With an IRA Charitable Rollover, you can lovingly address the needs of homeless neighbors in San Diego while netting favorable financial benefits.

IRA Charitable Rollovers allow you to make tax-free charitable gifts directly from your Individual Retirement Accounts to eligible charities without first recognizing it as income. If you’re 70.5 or older, you can join your fellow Rescue Mission supporters who make tax-free gifts from their Traditional IRAs once a year.

How to Make a Gift from your IRA

You can request an IRA Distribution Form from your financial custodian and either mail it back to them or complete the gift transaction over the phone with your financial custodian.

Whether you prefer to fill out IRA Charitable Rollover forms by hand or over the phone with your account custodian, please provide details about your intended gift to the San Diego Rescue Mission by filling out the form below.

Financial custodians do not always share your information with us. We will use this information only to acknowledge and thank you for your charitable gift when it is received.

Information Needed to Complete an IRA Gift Over the Phone

Many financial custodians allow charitable distributions to be requested over the phone. Information that will be requested over the phone to complete your gift is provided below.

Have you already made an IRA Charitable Rollover gift to the San Diego Rescue Mission and need an acknowledgement letter?

Thank you for your support! If you haven’t yet received your acknowledgement letter from us, please report your gift details so that we can verify your gift and provide you with your letter. Once your gift is verified, we’ll send your letter to the address you provide.

Yes, I have made a gift from my Donor Advised Fund to support the life-changing work of the San Diego Rescue Mission.

Please take a moment to fill out this form. We appreciate the opportunity to acknowledge your generosity and answer any questions you might have about the impact of your DAF gift.

Donor Advised Funds Form

  • This field is for validation purposes and should be left unchanged.

Yes, I have decided to make a stock gift to the San Diego Rescue Mission to help get people off the streets permanently.

Step 1: Please take a moment to fill out this form. We appreciate the opportunity to thank you for your generous contribution and answer any questions you might have about the impact of your stock gift.

Stock Gift Form

  • This field is for validation purposes and should be left unchanged.

"*" indicates required fields

Full legal name*
When is your birthdate?*
If you are not sure when you will make your gift, please provide your closest approximation of the date. This helps us correctly locate and verify your gift so that we can provide you with an acknowledgement letter.
Closest approximation of the date
Where should we mail your acknowledgement letter?*
This field is for validation purposes and should be left unchanged.

"*" indicates required fields

Full legal name*
When is your birthdate?*
If you are not sure when you will make your gift, please provide your closest approximation of the date. This helps us correctly locate and verify your gift so that we can provide you with an acknowledgement letter.
Closest approximation of the date
Where should we mail your acknowledgement letter?*
This field is for validation purposes and should be left unchanged.