Giving in perpetuity
Create an Endowment

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An endowment is a permanent fund that holds its principal in perpetuity and is invested for the benefit of a particular purpose. By leaving property or money in an endowment, you create a source of income for the beneficiary of your choice that will grow and carry on your legacy of giving for generations to come.

Any individual or institution can establish an endowment fund with The Catholic Foundation. If you have a special reason or purpose for starting an endowment, a fund can be tailored to fit your own personal charitable interests. Another option is to leave your gift to an existing endowment that matches your purpose and intention.

Benefits of Creating an Endowment

  • Avoid capital gains taxes on long-term, highly appreciated assets
  • Designate to the charitable organization of your choice,
  • or leave your contribution unrestricted to serve the greatest need
  • The Foundation manages the fund and distributes income
  • Ability to fund at death with an estate gift or designation in a will
  • Invested in accordance with the United States Conference of Catholic Bishops guidelines for socially Responsible Investments

Different Endowment Types

If you have a special reason or purpose for starting an endowment a fund can be tailored to fit your personal charitable interests. For more information, contact us.

Designated Funds
The designated endowments are created by donors wishing to support a particular organization, parish, school or ministry within the Archdiocese of Santa Fe. Income from these funds is paid directly to the institutions named by the donors.

Agency Funds
Catholic organizations, schools and parishes establish agency endowments with the Foundation to ensure the continuation and growth of their ministries and programs for future generations. The annual income distribution is paid directly to the donor institutions to be used at their discretion.

Donor-Advised Funds
Donor-advised endowments allow donors to direct the distribution of income each year to the program, organization, parish or school of their choice.

Field of Interest Funds
These endowments are established by donors wishing to support a specific cause within the scope of the Foundation’s mission. Income from these funds is distributed through the Foundation’s grant program, to Catholic institutions serving an area of special interest to the donors. Examples of these funds are education, health and human services and clergy support.

Memorial Funds
Ever wondered what special, memorable gift you could give to an important person in your life? A gift to an endowment in the name of a loved one says that together you are giving hope to future generations.