For Financial Advisors

SMALL ACTION, BIG IMPACT Your statewide partner in philanthropy for 34 years

New Mexico Community Foundation (NMCF) designs charitable giving plans to meet your clients’ personal and financial interests, whether they want their gifts to have an immediate impact or choose to leave a legacy via an endowed fund.

We work closely with you and your clients to create estate planning scenarios that can include a variety of assets and trust agreements. We also help your clients do the most good with every charitable dollar and qualify for maximum tax advantages under state and federal laws.

Your clients may choose to give

  • An outright gift for today by supporting our Greatest Needs or establishing a Donor Advised Fund
  • A planned gift that generates income for your client today and creates a charitable legacy tomorrow
  • A future legacy gift through an estate plan

To learn how your client can leave a legacy for New Mexico, explore these tools for giving that will make their legacy a reality.

For more information, please contact Linda Milbourn, Interim President and CEO, at 505.820.6860 ext. 12 or lmilbourn@nmcf.org.