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Types of funds

The Foundation offers a range of charitable fund types for individuals, families, and businesses. Our staff can help you choose the one best suited to your interests and assets:
 

 IndividualFamilyCorporateEstate PlanningNonprofitMinimum amount to establish
Donor-Advised FundXXXX $25,000
(can be grown over
5 years)
Family-Advised Fund X X $25,000
(can be grown over
5 years)
Impact FundXXXX $10,000
(can be grown over 2 years)
Field-of-Interest FundXXXX $10,000
(can be grown over 2 years)
Now and Forever FundXXX  $25,000
(can be grown over 5 years)
Planned Giving: Heritage SocietyXX X No minimum
Student Aid FundXXXX $50,000
(can be grown over
5 years)
Giving CirclesXXX  $25,000
(can be grown over 2 years)
Future Fund (Giving Circle)X    $200 minimum membership
Organization Fund (Philanthropy Central)    X$25,000
(can be grown over 2 years)
Designated Beneficiary FundXXXX $25,000
(can be grown over 2 years)

​Donor-Advised Fund

A personal approach to giving.

Establishing a Donor-Advised Fund allows you to make a gift to the Foundation and remain actively involved in making grants. Work with our staff to decide ongoing uses for the fund—targeting the issues you care about most. Grant awards are issued to charities in the name of the fund (or anonymously if you prefer). It’s a simple, powerful, and highly personal approach to giving.
Learn more.


Family-Advised Fund
 

Sharing Family Values.

Family philanthropy can be about more than preparing and inviting your children or other family members to share in your charitable interests. It can include learning about charitable opportunities and community issues together, volunteering and making grants through your fund. Instilling philanthropy in your children today will last their lifetime.
Learn more.
 

Impact Fund
 

Meeting ever-changing community needs.

When you establish an Impact Fund, your gift can address a broad range of local needs— including future needs that may not be anticipated at the time your gift is made. The flexibility of your unrestricted gift enables the Foundation’s program experts and Board of Trustees to respond to the community’s most pressing needs, today and tomorrow.
Learn more.
 

Field-of-Interest Fund
 

Connecting personal values to high-impact opportunities.

By establishing a Field-of-Interest Fund, you can target your gift to address needs in an area of community life that is important to you: Arts & Culture, Children & Youth, Education, Environmental & Historic Preservation, Health and Human Services.
Learn more.
 

Now and Forever Fund
 

Impact today while saving for tomorrow.

There are two types of Now and Forever Funds:

  • For those who want to see their charitable dollars pooled with others to make an impact both immediate and permanent. 50% of the dollars contributed to the Fund will be pooled with other funds and distributed each year. The other 50% will become a part of the Foundation’s permanent Now & Forever Fund. As the fund grows, large grants intended to make a colossal impact on the targeted focus area will be awarded.
  • Corporations, individuals or families can also structure any Donor-Advised Fund as a Now and Forever Fund. This would allow them to contribute 50% of their dollars to their permanent fund and the other 50% would go to the nonprofit organizations of their choosing making an impact now.

Learn more about both types of Now and Forever Funds.
 

Planned Giving: Heritage Society
 

A personal legacy.

The Ray Zimmer Heritage Society honors your foresight and generosity to include the Foundation in your estate plans. Members of the Society are caring visionaries, who, like many who have come before, want to benefit the next generation.
Learn more.
 

Student Aid Funds
 

Investing in deserving students.

In creating a Student Aid Fund, you invest in our community’s future and show students you care. The Foundation provides the expertise to help you meet your personal goals and rewards deserving students. Your gift can help students achieve their lifetime dreams.
Learn more.
 

Giving Circles
 

Pooling resources to make the greatest impact. Giving Circles make philanthropy accessible to people who are at different income levels and stages of their careers and lives – in other words, you don’t have to be a millionaire to be a philanthropist.
Learn more.
 

The Future Fund
 

Do something about our community’s future today.

Members contribute financial resources to the endowment fund and participate in grantmaking, educational and social activities. Members learn that pooling their financial resources is much more powerful than giving a single gift individually. Membership is continually open to those from their 20’s through 45 who wish to share the vision of building Albuquerque’s future and helping make dreams come true.
Learn more.


Corporate Giving
 

Gaining a higher return on your company’s charitable investments.

The Foundation offers a number of giving avenues to create and manage corporate philanthropy. Our staff can help you build relationships with local organizations; respond to community needs; and sustain, strengthen, and improve quality of life in our community.
Learn more.
 

Organization Endowment Fund: Philanthropy Central
 

Endowing your nonprofit.

Nonprofit organizations can establish a fund to provide long-term support. It’s a simple and efficient way to build an endowment—and help create sustainability—for your nonprofit.
Learn more.
 

Designated Beneficiary Fund
 

Helping local organizations sustain and grow.

A Designated Beneficiary Fund allows you to support the good work of a specific nonprofit organization—a senior center, museum or virtually any nonprofit organization. Distributions from your fund are made to the organization or added to its endowment fund annually, thereby providing long-term support.
Learn more.

There is so much more we would like you to know.

For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact Randy Royster, President & CEO.

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