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Cecelia Roybal of Bienvenidos Outreach distributes gifts donated by First Community Bank to residents in need. Photo by Kate Russell |
There are many ways we can support your work with clients:
Free Presentations
Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
- charitable giving options
- community needs and issues
- our grantmaking priorities and impact
- planned giving
- charitable giving benefits
Free Gift Annuity Illustrations
We are glad to run the numbers for you if a client is interested in a charitable gift annuity. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
Benefits include inclusion in the Piñon Legacy Society income for life, and often great tax savings on gifts of appreciated stock or securities. Estate gifts to the Foundation ensure the future livelihood of the essential nonprofit organizations in our community.
If you prefer to run an illustration yourself, the Foundations Gift Calcs software can assist you in helping your clients consider the advantages of a charitable gift annuity with the Foundation as beneficiary.
 Click on Gift Calcs for a sample Charitable Gift Annuity gift illustration. Your information is strictly confidential.
Contact the Santa Fe Community Foundation's Development Director, Valerie Ingram, at (505) 988.9715 ext. 4 or Valerie with questions regarding gifts that can provide lifetime income to your client while meeting their charitable goals.
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