Advisors
PARTNERSHIP
We are your partner and resource
For decades, financial advisors, attorneys, investment managers, trust officers, accountants, and others have trusted the Santa Fe Community Foundation to integrate impactful charitable giving strategies into their clients’ financial and estate plans.
Our goal is to complement your practice by helping you meet your clients’ philanthropic needs.
WHY SFCF
Local expertise, trusted experience
Customized Giving Plans
We structure charitable giving tailored to meet your clients' needs and achieve their philanthropic goals.
Tax-Efficient Strategies
We offer giving vehicles designed to qualify for the maximum tax deductibility along with other advantages not available to private foundations.
Asset Growth
Through superior investment strategies, the Foundation works to preserve and grow your clients' funds to ensure sustainable giving today, tomorrow and beyond their lifetime.
Local Impact
With knowledge of and relationships with local nonprofits across our funding region, you can be confident that your clients' contributions will make an impact.
Client concerns
Common concerns from clients
I want to sell appreciated property, but I'm concerned about capital gains taxes.
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I'll be receiving additional taxable income this year. I'd like to give some to charity, but I'm not ready to decide which one.
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What are the types of fund?
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I have a large retirement fund but my children will only receive 20 or 30 cents on the dollar.
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I have no children, and it's time to write a will.
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I'd like to help a long time employee (or friend, sibling, or parent).
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SERVICES
Charitable options for your clients
Charitable Funds
The Santa Fe Community Foundation develops and manages custom charitable giving plans for individuals, families, businesses and private foundations. Our flexibility allows your client to maximize tax-savings benefits while growing their charitable funds to support the causes they care about most.
Planned Giving
When you partner with the Santa Fe Community Foundation, you are helping your clients build a legacy and shape the future. Together we provide planned giving options that ensure a lasting charitable impact for your client and maximize tax benefits for their estate.
Resources
Good to know
We are committed to providing a best-in-class experience while ensuring your client’s philanthropic dollars work harder and smarter. Here you’ll find the resources you need to customize, manage and grow your client’s charitable giving plan.
