Support the Important Causes in Your Life


Harness the Giving Power of a Private Foundation

A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Symphony and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming the Symphony the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

You are not eligible to receive any tangible benefits for your gift to the Symphony through a DAF. Please speak to your DAF representative for more information.

DAF Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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An Example of How It Works

Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.

The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support.

After researching community needs with the foundation’s staff, Joe and Laura recommend grants for the Symphony (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their granddaughter. Joe and Laura are delighted to start this personal legacy of giving.


Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact Dan Coleman at 415-503-5445 or dcoleman@sfsymphony.org to discuss using your donor advised funds to support the Symphony and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include the Symphony in your plans, please use our legal name and federal tax ID.

Legal name: San Francisco Symphony
Address: San Francisco, CA
Federal tax ID number: 94-1156284

Get More From Your DAF

Ensure you’ve made the most of your donor advised fund—for your family and for the Symphony. Download the FREE guide Maximize the Impact of Donor Advised Funds. View My Guide

Contact

Dan Coleman

415-503-5445

dcoleman@sfsymphony.org