Legacy | December 2025
Increase Your Impact—with One Smart Giving Strategy
A gift of appreciated stock is one of the most powerful ways to support the museum foundation and the cultural institutions in our system. By donating long-term appreciated securities—such as stocks, bonds or mutual funds—you can make a larger gift at a lower cost to you. The Foundation is fully prepared to accept gifts of stock. Click here to learn more about how to make a stock gift to the Foundation.
If you have been in the stock market for the past few years, you may have appreciated stock. When you donate stock directly, you may avoid paying capital gains tax on the transfer and receive a charitable deduction for the full fair market value. Compared with selling your securities and donating the after-tax proceeds, this simple strategy may significantly increase both your gift and your tax benefits.
Rhonda Thomas moved to Santa Fe from Chicago and joined our board of trustees this year. She made a generous gift of stock to the Annual Fund. She says, “Giving appreciated stock is a simple way to make a larger impact on the New Mexico cultural institutions I care about. I believe museums strengthen the fabric of a community. By supporting the arts, we invest in education, dialogue, and a shared sense of place. It’s a privilege to help sustain institutions that enrich Santa Fe and connect us to one another.”
You can join her by making your own gift of appreciated securities. Research shows that people who give to others often experience greater happiness and even better heart health. A gift of appreciated stock not only strengthens the cultural institutions you care about—it enriches your own sense of purpose and well-being.
When you include the Foundation in your end-of year contributions you make a meaningful difference. Your support helps fund exhibitions, acquisitions, educational programs and countless opportunities for community engagement across the Museum of New Mexico system. Thank you for helping us inspire curiosity and preserve our shared heritage.
You can provide your broker or financial advisor the following information:
Georgine Chavez, V.P. of Finance and Administration
Legal Name: Museum of New Mexico Foundation
Tax ID: 85-0202503
1411 Paseo de Peralta, Santa Fe, NM 87501
505.216.0829
Broker Institution: Charles Schwab & Co., Inc.
Broker Institution Address: PO Box 982600, El Paso, TX 79998-2600
Account Name: Museum of New Mexico Foundation
Brokerage Account Number: QS 6560-7188
Electronic Transfer Number (DTC): 0164
For more information, please contact Laura Sullivan, Director of Planned Giving, [email protected], 505.216.0829.
Photo credit: Picture Frame. New Mexico, 1980s. Plastic coated gum wrappers. Museum of International Folk Art, Gift of Christine and Davis Mather, A.1999.22.6.
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