Donor Forms and Resources
We offer a broad spectrum of charitable giving vehicles — powerful philanthropic tools for individuals, families, or businesses. Below are forms available for your use to open and manage your fund with The San Francisco Foundation and leaving your legacy for generations to come.
Opening a Fund
Donor Advised Fund Agreement (PDF)
Use this form to establish a Donor Advised Fund with The San Francisco Foundation.
Donor Advised Fund Features/Benefits (PDF)
Use this document to learn more about the features and benefits of opening a donor advised fund.
Managing Your Fund
Grant Recommendation Form (PDF)
Use this form to make a grant recommendation via fax or mail. If you would like to make a grant recommendation online, please use Donor Center.
Stock Transfer Instructions (PDF)
Use the instructions on this form to make a gift of securities to the Foundation.
Cash Electronic Transfer Instructions
To make a gift of cash to the Foundation via electronic funds transfer, please contact Foundation staff at email@example.com or 415.733.8500.
Leaving Your Legacy
Example of Standard Testamentary Language
Use this document as a guide in directing a charitable bequest to The San Francisco Foundation.