For Professional Advisors

Work with Us to Ensure your Clients Achieve their Charitable Goals.

We welcome the opportunity to engage with professional advisors and their client’s philanthropic pursuits. We offer a wide range of tax-advantage giving options that make it easy for your clients to give according to their faith and ensure their wishes are honored. Join Our Professional Advisors Group As a Catholic resource for financial planning and donation of assets, we can offer you the tools you need to help your clients with their faith based charitable plans.

When you join our professional advisors group we will offer you the following opportunities:

  • A free listing in the TCF Professional Advisor online directory
  • Quarterly GiftLaw e-newsletter
  • Participation and promotion at our Planned Giving Workshops

Access our online reference guide for advisors that includes a tax reference guide, case studies and articles about current legislation.

The Catholic Foundation, Archdiocese of Santa Fe does not provide legal advice or services and requests that all potential donors seek the services of a professional advisor prior to making a gift.