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Open a Fund at the Foundation

Opening a Donor Advised fund at the Santa Fe Community Foundation makes it possible for you to recommend grants locally and nationally, support issues you care about, and contribute to the overall wellbeing of northern New Mexicans.

Whatever your interests, establishing a Donor Advised fund with a gift of cash or other assets gives you an immediate tax benefit. It also allows you to make gifts over time, investing your charitable dollars and recognizing you and your family – without the administrative burden and expense of a private foundation.

The Santa Fe Community Foundation has a proven history of building and managing funds. We offer two basic kinds of donor advised funds:

  • Donor advised gift fund. For donors who wish to make grants to approved 501(c)(3) organizations: these funds are invested in cash instruments or money market funds. There are no earnings on this type of fund.  (Minimum for opening a gift fund:  $25,000)
  • Donor advised invested fund. For donors who wish to make grants to approved 501(c)(3) organizations: these funds are invested in one of the pools offered by the Foundation. (Minimum for opening an invested fund:  $25,000)

For more information about opening a fund at the Santa Fe Community Foundation, please contact Christa Coggins, Vice President for Community Philanthropy:  ccoggins@santafecf.org, 505-988-9715 x 7002.

When you choose to establish a donor advised fund at the Foundation, you maximize the impact of your giving; receive expert advice; reduce paperwork; and enjoy solid returns on your charitable investments.  You also become part of a growing and engaged community of philanthropy.

How the Foundation benefits you as a partner in philanthropy.

Your Contacts for Opening a Fund

Christa Coggins
Vice President for Community Philanthropy

(505) 988-9715 x 7002


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