To qualify for these special tax advantages, the security must have been held for at least one year. A gift of stock in certificate form should be postmarked by December 31, 2021, or your financial advisor can arrange for a year end gift of stock from your account.
Please consult with your tax professional about specific tax treatment, deductibility, etc.
The New Mexico Philharmonic Foundation portfolio is managed by two excellent local investment managers who are fellow supporters of the NMPhil and understand our mission.
Thank you so much for all your support and for considering this new avenue of giving,
Thomas Martin, MD
President of the Board, New Mexico Philharmonic Foundation