Community Foundation of Southern New Mexico Partner Advantages

1. Local Organization with deep roots in the community. The Community Foundation's experience and community contacts provide direct knowledge of the issues and needs of the communities in southern New Mexico. Already, the Community Foundation manages endowments for 31 nonprofits whose needs are diverse and extensive.

2. Community Leader. The Community Foundation serves as a steward of community resources and a catalyst for positive change. The board members of the Community Foundation are experienced leaders of corporations, law firms and other organizations vital to the community. They offer their experiences, expertise and leadership to address the needs of the communities in the region. By retaining the best leadership and money management teams along with supporting the finest non-profits, professional advisors can enthusiastically speak with their clients about the Community Foundation.

 3. Variety of Assets are accepted. Whatever the client's situation of philanthropic desire - current year tax planning, a large capital gain, a desire to leave a legacy - the Community Foundation can create a giving plan to meet the needs of a client/donor. Through the Community Foundation, a client/donor can make a gift and receive immediate tax benefits, be active or not in choosing charities and choose to receive acknowledgement for their gift or remain anonymous.

4. Multiply the impact of your client's/donor's dollars by pooling them with other gifts and grants. Through the Community Foundation, an advisor can increase the impact of clients' giving by pooling their resources with other gifts and grants of other charitable community members.

5. Free Access to GIFTLAW. The Community Foundation offers free access to technical information, which offers timely and authoritative information for planned giving professionals. Go to the home page and click on GIFTLAW.

6. Build endowment funds. Advisors can offer their clients the option to give in the near term or help them integrate their charitable giving with estate and financial planning so that their gifts contribute to endowment funding, and thereby establish permanent community capital. Advisors can help clients know about the potential of creating personal and family legacies by establishing endowments.

7. Establish donor advised funds. A donor advised fund helps people invest in the causes they care about most. If clients/donors wish to remain actively involved with charitable efforts, a donor advised fund is an option rather than created a private foundation. Clients/donors may periodically recommend distributions from a donor advised fund.

8. Tax advantage. As a public charity, the Community Foundation offers the highest level of tax benefits for charitable giving.

9. Retain management of client gift. The Community Foundation has an alternate investment policy which provides for the investment manager to continue management of a client's/donor's assets. Depending upon the amount of the contribution and upon transfer of the gift to the Community Foundation, the client/donor may request the current investment manager to
continue managing the gift.

 10. Partner. The Community Foundation is a partner with the professional advisor, not a replacement. The Community Foundation's goal is to strengthen the client relationship with the professional advisor providing information about philanthropy in the non-profit communities of southern New Mexico.