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Endowment Funds
Establish a fund
Why establish an endowment fund?
There are many unique benefits for nonprofits that establish an endowment with the Foundation:
Consolidated Investment Management
Trust & Confidence
Enhanced Fiduciary Oversight
Speed & Convenience for Donors
Low Tiered Annual Fee Structure
Flexible & Accessible Funds
Expert Advice
Peer Nonprofit Fund Holder Community
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
The Foundation will...
Your organization will...
FUND HOLDERS
Nonprofit endowment funds at the Foundation
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- ARTsmart General Endowment Fund & ARTsmart NM 2022 Endowment FundARTsmart General Endowment Fund & ARTsmart NM 2022 Endowment FundA
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- David C Buckland Designated Endowment Fund for the ArtsDavid C Buckland Designated Endowment Fund for the ArtsD
- Dorothy C. Totten Fund for Taos Pueblo Youth ProgramsDorothy C. Totten Fund for Taos Pueblo Youth ProgramsD
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- Frances Filley McPheeters Fund for the Santa Fe Garden ClubFrances Filley McPheeters Fund for the Santa Fe Garden ClubF
- Friends of the City of Las Vegas Museum Agency FundFriends of the City of Las Vegas Museum Agency FundF
- The Food Depot Agency & Designated Endowment FundsThe Food Depot Agency & Designated Endowment FundsF
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- Helen S. Keller Fund for Northern New Mexico LibrariesHelen S. Keller Fund for Northern New Mexico LibrariesH
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- Jewish Community Council of Northern New Mexico Cemetery Project FundJewish Community Council of Northern New Mexico Cemetery Project FundJ
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- Lewis Corcoran Fund for Partners in Education & SFPSLewis Corcoran Fund for Partners in Education & SFPSL
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- National Audubon Society Randall Davey Center FundNational Audubon Society Randall Davey Center FundN
- Noah C. Rodriguez Fund for Excellence in Teaching for SFPSNoah C. Rodriguez Fund for Excellence in Teaching for SFPSN
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- Olympia Garcia de Duran Fund for Catholic Social ServicesOlympia Garcia de Duran Fund for Catholic Social ServicesO
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- The Santa Fe Civitan Club Fund Supporting Development DisabilitiesThe Santa Fe Civitan Club Fund Supporting Development DisabilitiesT
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ARTsmart General Endowment Fund & ARTsmart NM 2022 Endowment Fund
ARTsmart General Endowment Fund & ARTsmart NM 2022 Endowment Fund
A
David C Buckland Designated Endowment Fund for the Arts
David C Buckland Designated Endowment Fund for the Arts
D
Dorothy C. Totten Fund for Taos Pueblo Youth Programs
Dorothy C. Totten Fund for Taos Pueblo Youth Programs
D
Frances Filley McPheeters Fund for the Santa Fe Garden Club
Frances Filley McPheeters Fund for the Santa Fe Garden Club
F
Friends of the City of Las Vegas Museum Agency Fund
Friends of the City of Las Vegas Museum Agency Fund
F
Helen S. Keller Fund for Northern New Mexico Libraries
Helen S. Keller Fund for Northern New Mexico Libraries
H
Jewish Community Council of Northern New Mexico Cemetery Project Fund
Jewish Community Council of Northern New Mexico Cemetery Project Fund
J
Lewis Corcoran Fund for Partners in Education & SFPS
Lewis Corcoran Fund for Partners in Education & SFPS
L
National Audubon Society Randall Davey Center Fund
National Audubon Society Randall Davey Center Fund
N
Noah C. Rodriguez Fund for Excellence in Teaching for SFPS
Noah C. Rodriguez Fund for Excellence in Teaching for SFPS
N
Olympia Garcia de Duran Fund for Catholic Social Services
Olympia Garcia de Duran Fund for Catholic Social Services
O
The Food Depot Agency & Designated Endowment Funds
The Food Depot Agency & Designated Endowment Funds
F
The Santa Fe Civitan Club Fund Supporting Development Disabilities
The Santa Fe Civitan Club Fund Supporting Development Disabilities
T
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FAQ
Frequently asked questions
How are our assets managed?
What are the fees to maintain a fund?
What is the minimum balance to establish a fund?
