FOUNDATION

The Spence Asset Management Foundation is a charitable organization founded by Spence Asset Management, Inc. The principals and employees of Spence Asset Management, Inc. formed The Spence Asset Management Foundation with the mission to support local community organizations with a focus on education and health for youth.

 

The Spence Asset Management Foundation will support non-profit organizations in the communities where the firm’s partners live and work in order to help the youth of the communities thrive. The Spence Asset Management Foundation will serve solely as a grant making organization. Grants given by The Spence Asset Management Foundation will be for organizations that have tax-exempt status under the Internal Revenue Service Section 501(c) 3. Organizations receiving funds from the foundation may only use the funds for operating purposes in providing services. Grant applications will be reviewed quarterly by the Foundation’s Board of Directors.

 

The Spence Asset Management Foundation will be funded by Spence Asset Management, Inc. as well as outside donations from corporate partners and individuals. Spence Asset Management will donate a percentage of its annual management fees to The Foundation.

 

If you would like to submit a request for donation or if you would like to help support the philanthropic mission of the Spence Asset Management Foundation, please contact us at 575.556.8500.

 

Types of non-profit organizations receiving grants:

 

SPENCE ASSET MANAGEMENT | 3529 Foothills Rd., Las Cruces, NM 88011 | 575.556.8500

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The information contained herein is for informational purposes only without regard to any particular user’s investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to investors. To determine if investment in a Separately Managed Account with Spence Asset Management is an appropriate investment for you please call 1.800.230.1840.

 

Investment Advisory Services are offered through Spence Asset Management, a federally registered Investment Advisor. Investment Advisory Services offered through RIA of Spence Asset Management, a Registered Investment Advisor to all residents of the United States.