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Proud Partners:

 

Professional Advisors:
A Partnership in Community Philanthropy  

"The presentation was very informative and I am extremely impressed with all the initiatives that are taking place. I commend you all for your hard work and dedication." Participant, Professional Advisor Meeting

Legacy 2014-Christensen-Baese-Snyder-MonasterioFront: Jerry Jones, Barry Herskowitz, Dottie Indyke, Stephen Gaber, and Hervey Juris
Back: Carole Brito, Jonathan Grabel, Brian Vallo, Beverly Morris, and Manuel Monasterio.

Upcoming Events of Interest:

March 7, 2017 - Leading Inclusively: A Panel with Women

October 3, 2017 - Annual Piñon Awards Ceremony & Dinner, La Fonda on the Plaza

The Santa Fe Community Foundation offers tools to help financial and legal professionals best serve the needs of their clients. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge. We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals. We have an outstanding reputation for integrity and service to donors and have developed unique resources for you to use in helping donors craft their charitable giving plans.

The Santa Fe Community Foundation does not provide legal or financial advice. Donors are encouraged to work directly with their legal and financial advisors when considering a fund or making a planned gift. Both have attractive tax advantages for the donor.

Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. We are here to assist you in realizing your clients’ charitable intentions. Estate gifts to the Foundation guarantee the continued ability of area nonprofits to create vital and healthy communities. 

Below, you can explore the Santa Fe Community Foundation’s many tools for giving. We’re sure to have a vehicle that will allow your clients to leave a lasting and meaningful legacy.

Types of Funds

Gifts of Stock

Agency Endowments 

Private Foundations vs. SFCF Donor Advised Fund

Financial Alliance

Your Philanthropic Partnership with SFCF

Planned Giving, Bequests and Life Income Gifts for Your Clients

Wire Transfer Instructions

Your Contact for Advisors

Annmarie McLaughlin 
Director of Community Programs
(505) 988-9715 x 7005


Professional Advisor Resources

Planned Giving

Types of Funds

Gifts of Stock

Agency Endowments 

Private Foundations vs. SFCF Donor Advised Fund

Financial Alliance

Your Philanthropic Partnership with SFCF

Wire Transfer Instructions

Please contact us at amclaughlin@santafecf.org for more information, to register for programs, and to join our advisor mailing list