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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:

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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                                                  FAQ

                                                  Frequently asked questions

                                                  • How are our assets managed?

                                                    The Foundation’s pooled investments are managed by Graystone Consulting. Graystone is a California-based outsourced investment manager, backed by the global resources of Morgan Stanley (which has a Santa Fe office).

                                                  • What are the fees to maintain a fund?

                                                    All funds follow a fee structure to cover administrative costs and support Foundation services. There is an annual fee of 1.0% and a one-time fee of $250 to set up a fund. 

                                                  • What is the minimum balance to establish a fund?

                                                    The minimum balance to start an agency endowment is $10,000. 

                                                  Contact Us

                                                  Get started

                                                  The Santa Fe Community Foundation makes it easy for you to establish a fund. Work with our team to complete a fund agreement.

                                                  Contact us

                                                  Gabriela "Gabi" Gómez

                                                  Vice President for Advancement