Creating Your Charitable Legacy
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Is Giving Through The Albuquerque Community
Foundation Right For Your Clients?

Seven questions for estate and financial advisors.

1. Do I have a client who has a life insurance policy, appreciated stock, real estate or other assets available for charitable giving?

2. Do I have a client who gives to more than one charitable cause?

3. Do I have a client interested in creating a personal for family legacy in the community?

4. Does my client want to stay personally involved in the use of gift dollars?

5. Does my client want to receive maximum tax benefit for charitable contributions?

6. Would my client consider creating a private foundation, but be interested in exploring other options?

7. Does my client place a priority on sound financial management of charity contributions?
 

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

By creating an endowed fund, your client could receive the most favorable tax benefit and support all his or her favorite charitable causes through one gift vehicle, which can grow and give in perpetuity.

- Seven Questions For Your Clients -

Please contact us to discuss giving plans at (505) 883-6240 or e-mail us at foundation@albuquerquefoundation.org

  
  
Copyright © Albuquerque Community Foundation
PO Box 36960
Albuquerque, New Mexico 87176-6960
Phone: 505.883.6240
Fax: 505.883.3629
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