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Unlocking the Mysteries of Community Foundations

January 30 @ 10:00 am - 11:30 am PST

- $18

Join Coastal Community Foundation/San Diego Foundation for an informative 90-minute workshop focused on the strategic advantages of nonprofit organizations maximizing their philanthropic impact through partnerships with community foundations. This session, specifically tailored for nonprofit professionals, will emphasize the tax benefits of strategic giving, highlighting how donors can leverage various assets for philanthropic impact while enjoying financial advantages. Donors are also welcome.

Join us for this engaging session and explore:

  • The dynamics of different community foundation funds, including unrestricted, donor-advised, field of interest, agency, and designated funds.
  • Exploring Giving Options of: QCDs, DAFs, CRTs, stock donations, and other assets
  • Ways community foundations can become invaluable nonprofit allies by offering resources, expertise, and support.
  • Engage in a hands-on exercise where participants will collaborate to brainstorm and discuss creative giving strategies that align with donors’ financial goals.

You will leave this session with a better understanding of navigating community foundation relationships to benefit your nonprofit’s mission.

Facilitator: Lane Macy Kiefaber: Executive Director – Coastal Community Foundation, at San Diego Foundation

Panelists include:

  • Brian Zumbano: SD Foundation VP/Chief Development & Stewardship Officer
  • Leslie Klein: SDF Director, Gift Planning Advisor
  • Candace Wo: SDF Director, SDF Mitigation and Nonprofit Funds
  • Michael Oliveri: SDF Manager Nonprofit Funds & Development
  • Eric Lodge: Retired Attorney – Procopio, Cory, Hargreaves & Savitch LLP

Details

Date:
January 30
Time:
10:00 am - 11:30 am PST
Cost:
$18
Event Category:

Organizer

The Hive

Venue

The Hive

Details

Date:
January 30
Time:
10:00 am - 11:30 am PST
Cost:
$18
Event Category:

Organizer

The Hive

Venue

The Hive