Information for the recommendation:

SF New Deal, 60 29th Street, #310, San Francisco, CA 94110

EIN: 85-0498939

Executive Director: Simon Bertrang

Phone: 415-480-1185

Guidestar Profile

If the gift will be made via EFT please reach out to us at giving@sfnewdeal.org and we’ll share the account info.

If your company offers employer-matched giving please seek out a match for your gift!

SF New Deal is listed on:

• Benevity

• Blackbaud/YourCause

• Frontstream

SF New Deal is able to accept donations of stock.

Please find the instructions for stock donations here.

If you are 70 1/2 or older, you may be able to make a tax-free Qualified Charitable Distribution (QCD) up to $100,000 from your traditional and Roth IRA accounts. QCDs can be counted toward satisfying your required minimum distribution (RMDs) for the year.

Requirements to make a QCD include:

• The funds must be transferred directly from the IRA custodian to SF New Deal.

• QCDs are limited to the amount that would otherwise be taxed as ordinary income. This excludes non-deductible contributions.

• The maximum annual amount that can qualify for a QCD is $100,000.

• For a QCD to count towards your current year's RMD, the funds must come out of your IRA by your RMD deadline, generally December 31

Please contact our Development team at giving@sfnewdeal.org for questions and wire transfer information.

Be a Champion of Small Businesses in San Francisco!

Join the growing ranks of SF New Deal supporters as a Small Business Champion to ensure the long-term goals of San Francisco’s economic recovery and a future with thriving, vibrant neighborhoods.

SF New Deal offers several planned giving opportunities through a variety of financial vehicles—from direct requests, to life insurance policies, retirement account distributions, and more.

We can work with you and your advisors to ensure your support of SF New Deal.

To learn more about making a planned gift, please contact giving@sfnewdeal.org.