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The Philanthropic Partnership

As a financial advisor, often your clients approach you with a problem that charitable giving can answer. Here are six clues your client may be giving you. Your client says:

  1. "I want to sell appreciated property, but I'm concerned about capital gains taxes."
    Giving all or part of the asset to charity will eliminate or reduce capital gains taxes and can replace less efficient charitable giving, continue or begin to provide lifelong income, and/or provide satisfaction about supporting a charity of one's choice.
  2. "I'll be receiving additional taxable income this year. I'd like to give some to a charity, but I'm not ready to decide which one."
    A Donor Advised Fund will lock in a tax deduction for the current year and allow as much time as needed to choose the charity.
  3. "I manage a rental unit which provides needed income, but it's too much work."
    Giving the rental property to charity and setting up a charitable remainder trust (CRT) will eliminate the capital gains tax, secure lifetime income (perhaps more than from the rental), claim a sizeable tax deduction and support a favorite charity.
  4. "I have a large retirement fund but my children will only receive 20 or 30 cents on the dollar."
    Giving the retirement fund to an invested endowment fund from which heirs may recommend charitable gifts will reduce estate tax, eliminate income tax on the IRA distribution, and create a family legacy. In the meantime, other assets can be used for gifts to family members.
  5. "I have no children, and it's time to write a will."
    How does your client want to be remembered? Suggest a charitable fund at the Foundation as a way to be remembered and an alternative to paying too much estate tax.
  6. "I'd like to help a long-time employee (or friend, sibling or parent)."
    A life-income gift, such as a gift annuity, will assure the friend a lifetime income and allow your client to support a favorite charity following the friend's death.

Helping your client reach his or her financial and charitable goals can often be a challenge. The Foundation has many services that can assist you in planning.

The Santa Fe Community Foundation has been a local leader in working with financial advisors on gift instruments, including charitable gift annuities, charitable remainder uni-trusts and IRA rollovers. The Foundation fully complies with provisions of the Gramm-Leach-Bliley Act on Privacy of Consumer Financial Information.

We hope the links to the left will provide you with a sense of the value we place on partnership in the community.

For more information on planned giving…

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