The Los Alamos Community Foundation 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 professional advisors.
Presentations
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? We can speak to groups about:
- charitable giving options
- community needs and issues
- our grantmaking priorities and impact
- planned giving
- charitable giving benefits
Gift Annuity Illustrations
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. 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 Los Alamos Community Foundation accepts gifts of publically traded stocks, government securities, and wire transfers. We ask that donors notify us of their gift, the number of shares, type of stock and which fund to apply the gift to. Donors work directly with their broker requesting the transfer be made. Instructions for such gift types and transfers are available upon request.