Mutual Funds


It is possible to make a gift using shares of mutual funds - if you plan ahead.

The benefits are similar to making a gift of appreciated securities, but the process generally takes a little longer. You should allow four to six weeks for the transaction to be processed. If you are planning on making a year-end gift we recommend you start the process as early as November.

Please contact Gift Accounting at 575.646.1613 or 800.342.6678 to report what is being given and to receive instructions on how to complete the transfer.