How to establish an endowment
It’s as easy as 1-2-3
Each donor has a unique giving experience, tailored to suit his or her situation and goals. Here are the basics—how you create a fund at the Foundation.
For additional details, click here to contact Randy Royster, Executive Director by email or by phone: 505.883.6240:
You make a gift to the Foundation of cash, appreciated stocks, real estate or other assets.
We set up a special fund in your name, the name of your family or business or in honor of any person or organization you choose.
- You receive tax benefits in the year your gift is made.
- Your gift is placed into an endowment that is invested over time. Your gift—and all future earnings from your gift — becomes a permanent source of community capital, helping do good work forever.
Based on the type of fund you established, you may be able to stay involved in the good works your gift makes possible. You can recommend an area or organization you’d like your gift to support, or rely on the Foundation’s experienced program staff to determine and address the areas of greatest need in our community.
- With Board approval, the Foundation issues grants in the name of the fund you established (if you prefer, grants can be made anonymously).
The best part: we handle all the administrative details.
Sample fund agreements
A fund agreement is a straightforward document created by our staff.
View a sample fund agreement.
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