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Advisor Services

TCF is here to help you inform your clients

We can support you in informing your client of their best options. Work the numbers, compare the benefits and see how a well planned gift through the Foundation can support your clients' financial and philanthropic goals. We offer free services to support advisors.

Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:

 • charitable giving options
 • community needs and issues
our grantmaking priorities and impact
 • planned giving
 • charitable giving benefits

Gift Annuity Illustrations
We are glad to run the numbers for you if a client is interested in a charitable gift annuity. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual. Benefits include inclusion in the Plaza de Legado Legacy Society income for life, and often great tax savings on gifts of appreciated stock or securities. Estate gifts to the Foundation ensure the future livelihood of the essential nonprofit organizations in our community.
If you prefer to run an illustration yourself, visit the Planned Giving Design Center to learn more and make a calculation.

Gifts of Stock/Wire Transfer
The Taos Community Foundation accepts gifts of public or private stocks, government securities and wire transfers. They can be easily transferred from the donor's brokerage account to the Foundation's account via DTC.

We ask that donors notify us of their gift, the amount of shares, type of stock and which fund to apply the gift to. Donors work directly with their broker requesting the transfer is made. Instructions for such gift types are available on our Gift of Stock Form.

Please notify us of any securities transfers by calling the Foundation offices.

Network of Professional Advisors
Sweeping changes are affecting the world of philanthropy. The dramatic growth of new wealth, the desire of individuals to be more involved with their charitable giving, the increasing diversity of potential donors and the intergenerational transfer of wealth are just a few factors influencing this change.

Taos Community Foundation Supports Advisors
1. We partner with professional advisors to create highly effective approaches to charitable giving
2. We offer maximum tax advantage under state and federal law
3. We multiply the impact of gift dollars by pooling them with other gifts and grants
4. We build endowment funds that benefit the community forever and help create personal legacies
5. We are a community leader, convening agencies and resources to create positive change

Each individual, family, or organization has unique charitable interests and unique financial circumstances. Taos Community Foundation offers your clients the opportunity to address a broad range of local needs through a variety of giving instruments and funds.

The Network is a group of local professionals who wish to be recognized as advocates of philanthropy to enhance life in Taos and Northern New Mexico. The health of a community is directly related to the concern its citizens have for one another. We help to encourage this concern through an alliance with local professional advisors. The goal of the Network is to sustain a united presence relative to the importance of philanthropy. Call the Foundation offices to find out more.