Advised Giving

About Us

Services for Professional Advisors

Advised Giving

Services for Professional Advisors

About Us

About Us

Advised Giving

Services for Professional Advisors

Develop a charitable giving plan that matches your client’s interests.

We will work closely with you, as a professional advisor, to create a customized giving strategy for your client’s goals.

Charitable giving opportunities are limitless, which makes your job as a professional advisor incredibly valuable to your clients. By asking a few questions, you can determine if giving through the Foundation is right for your clients:

  • Do I have clients who care deeply about their local community?
  • Does my client give to more than one charitable cause?
  • Is a personal or family legacy important to my client?
  • Has my client considered forming a private foundation, but is concerned about cost and administrative complexity?
  • Does my client want to stay personally involved in the use of their gift dollars?
  • Does my client want to receive maximum tax benefits for their charitable contributions under federal law?
  • Does my client value sound financial management of contributions?
  • If you answered yes to any of these questions, your clients would benefit from knowing more about the Foundation.

If you answered yes to any of these questions, your clients would benefit from knowing more about the Foundation.


We Offer Options. The sophisticated planned giving options that we offer allow your clients to take advantage of the broadest range of giving vehicles available today.

We Work With You. As a professional advisor, you stay in control of your client relationships. From appreciated property to various estate planning options, we offer many ways that your clients can make a gift.

We Help Your Client Build Stronger Relationships. We can help your clients build relationships with organizations in our community and sustain, strengthen and improve programs for years to come.

We Help You Connect Generations. When you help families establish Donor Advised Family Funds with us, your client begins an ongoing process of involvement with current and future generations. Establishing an endowment fund is simple and can take as little as one hour.

We Connect With You Beyond the Client. Every year, we host the New Mexico Estate Planning Conference to provide continuing education credits to you and the professional advisor community in Albuquerque.  We provide opportunities to learn about current events, laws, estate planning, as well as time to network with your peers. Learn more about the Estate Planning Conference

As a professional advisor, you want to develop a charitable giving plan that matches your client’s interests and tax planning priorities. Our staff monitors all areas of community need so we can help your clients learn more about local agencies and programs that make a difference in the areas they care about most.


Contact Us

Is Advised Giving not right for you? Below are other ways to give!

Develop a charitable giving plan that matches your client’s interests.

We will work closely with you, as a professional advisor, to create a customized giving strategy for your client’s goals.

Charitable giving opportunities are limitless, which makes your job as a professional advisor incredibly valuable to your clients. By asking a few questions, you can determine if giving through the Foundation is right for your clients:

  • Do I have clients who care deeply about their local community?
  • Does my client give to more than one charitable cause?
  • Is a personal or family legacy important to my client?
  • Has my client considered forming a private foundation, but is concerned about cost and administrative complexity?
  • Does my client want to stay personally involved in the use of their gift dollars?
  • Does my client want to receive maximum tax benefits for their charitable contributions under federal law?
  • Does my client value sound financial management of contributions?
  • If you answered yes to any of these questions, your clients would benefit from knowing more about the Foundation.

If you answered yes to any of these questions, your clients would benefit from knowing more about the Foundation.


We Offer Options. The sophisticated planned giving options that we offer allow your clients to take advantage of the broadest range of giving vehicles available today.

We Work With You. As a professional advisor, you stay in control of your client relationships. From appreciated property to various estate planning options, we offer many ways that your clients can make a gift.

We Help Your Client Build Stronger Relationships. We can help your clients build relationships with organizations in our community and sustain, strengthen and improve programs for years to come.

We Help You Connect Generations. When you help families establish Donor Advised Family Funds with us, your client begins an ongoing process of involvement with current and future generations. Establishing an endowment fund is simple and can take as little as one hour.

We Connect With You Beyond the Client. Every year, we host the New Mexico Estate Planning Conference to provide continuing education credits to you and the professional advisor community in Albuquerque.  We provide opportunities to learn about current events, laws, estate planning, as well as time to network with your peers. Learn more about the Estate Planning Conference

As a professional advisor, you want to develop a charitable giving plan that matches your client’s interests and tax planning priorities. Our staff monitors all areas of community need so we can help your clients learn more about local agencies and programs that make a difference in the areas they care about most.


Contact Us

Is Advised Giving not right for you? Below are other ways to give!

Is Advised Giving not right for you? Below are other ways to give!