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Endowment Funds

LONG-TERM Sustainability

Endowment funds for nonprofits

The Santa Fe Community Foundation has a proven history of building and managing permanent community endowment funds for nonprofits in northern New Mexico.

CREATE AN Endowment
ENDOWMENT FUND LIst
FAQ

Establish a fund

Why establish an endowment fund?

There are many unique benefits for nonprofits that establish an endowment with the Foundation:

How it works

Establishing an endowment is easy

01. Consultation

Your Board of Directors and staff of Santa Fe Community Foundation meet to discuss establishment of an agency endowment. 

02. Board decision

Your Board votes to take action to open an agency endowment.

03. Fund agreement

Your Board officers or authorized staff sign an agency agreement with the Santa Fe Community Foundation.

04. Transfer funds

Funds are transferred to the Santa Fe Community Foundation for the endowment.

05. Start receiving payments

You receive yearly payments. Those payments may be made directly to the organization or reinvested to build the endowment. You can change whether you want for your payments to be distributed to your agency or reinvested. Simply send the Foundation a copy of the Donor Agency’s board meeting minutes where the decision was made to ‘turn on’ or ‘turn off’ annual distributions. 

OUR partnership

Responsibilities for endowment funds

FUND HOLDERS

Nonprofit endowment funds at the Foundation

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      FAQ

      Frequently asked questions

      Contact Us

      Questions? We're here.

      Our team is eager to assist you on your philanthropic journey. Contact us today to learn more about contributing to the Foundation.

      Contact us

      Sandra Session-Robertson

      Vice President, Development & Donor Relations