Financial Advisors: Life Insurance

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

Buying an insurance policy with New Mexico Community Foundation listed as the beneficiary is a simple way for your client to build or support a fund.

  • It is quick and easy to administer.
  • It can transfer at full face value, regardless of the equity built.
  • It avoids the costs and delays of probate.