For Advisors »

The Santa Fe Community Foundation will consult with families and candidly discuss the advantages and disadvantages of setting up a private foundation. The disadvantages - costs, ongoing administrative burdens, quarterly tax payments, mandatory payout rates and reduced tax benefits - encourage many individuals and families to search for an alternative. Establishing a named fund at the Santa Fe Community Foundation often meets the needs of donors more efficiently and effectively.  
Establishing a fund with the Community Foundation has some distinct advantages over a private foundation. When we talk about these issues, we are discussing a very serious subject - money. Your money determines how you live, how you support your family, how you will retire, how you are taxed and how you share with others. It also says a lot about how hard you have worked and how committed you are to making good decisions.
We treat your investment with us as an honor, and we continually work to ensure that donors are happy with fund service and how the money is distributed.  

Please open this PDF document to see a grid listing the advantages of establishing a fund with the Santa Fe Community Foundation.

  PDF documents require the free Adobe Acrobat Reader in order to view and print.