Santa Fe Financial Alliance
Now your client can create a Donor Advised Endowment Fund with the Santa Fe Community Foundation and retain the services of you, their personal trusted Investment Manager. The Santa Fe Community Foundation has developed a vehicle that allows the donor to create their own self-directed Endowment Fund while continuing to rely on your financial expertise.
Creating a Donor Advised Endowment Fund is similar to the establishment of a family foundation, but with significant tax advantages. The Foundation assumes the administrative tasks such as issuing checks, accounting functions, and providing philanthropic consulting. Your client simply designates you as their professional investment manager, and the Community Foundation will work out the details. The donor will receive an immediate tax benefit when the gift is made in addition to being able to recommend how the funds will be dispersed in the ensuing years.
You maintain your existing relationship with your client while they enjoy the benefits of creating a Donor Advised Endowment Fund of at least $250,000.
Benefits to you as the advisor
- Maintenance and control of client relationships
- Opportunity to grow client portfolio for mutual benefit
- Rewards of directing client to highly credible organization with skills and knowledge of the community.
- Exposure to ideas that will help benefit other client relationships
- Mutual relationship developed with the community foundation
Benefits to the Donor
- Experience maximum tax advantages from appreciated assets
- Positively influence your community’s quality of life through targeted contributions
- Create a cost effective personal legacy as an alternative to the administrative burdens and restrictions of a private foundation
- Tailor a gift that links your passions and interests to those of the community coupled with highly personalized service
- Create an endowment or scholarship fund that allows funding beyond your lifetime
- Benefit from the professional investment management and economies of scale provided by the SFCF
- Teach community responsibility to other family members through sharing charitable values and inclusive decision-making
- Work with our professional staff that have broad expertise regarding the community and their needs
- Discover how our professional advisors create highly effective approaches to charitable giving, including utilization of a wide variety of assets and facilitation of complex forms of giving
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