Corporate Giving Program

At Thornburg Investment Management, we focus, quite simply, on helping investors reach their long-term financial goals. And it’s vitally important to us that we adhere to the core Thornburg values that have guided us since our 1982 founding. We believe in supporting our local communities by giving to a wide range of non-profit organizations — and by encouraging Thornburg employees to volunteer with those that make a difference in their community.

The Thornburg philanthropic program assists charitable organizations that meet specific Thornburg objectives, including arts and culture, education, social services and other areas that enrich people's lives. Mr. Thornburg leads the Thornburg Corporate Giving Program; he was awarded Journal Santa Fe's 2010 Philanthropist of the Year Award in recognition of his dedication.

Educational Program Fund

We recognize the importance of youth education and give a significant portion of philanthropic dollars to K-12 public and private schools in Santa Fe, Albuquerque, and to out-of-state schools attended by children of Thornburg employees. Through the Educational Program Fund, donations are used to fund much-needed music and arts programs, to purchase items for classroom projects, and to supply books for school libraries.

Dollars for Doers Program

Thornburg’s philanthropy reaches beyond writing checks; we encourage volunteerism. Many of our employees donate time and talent to work with nonprofit organizations and communities. Thornburg contributes to non-religious 501(c)(3) organizations in which an employee serves as a board member or to which he or she contributes forty hours per year of uncompensated labor. We are proud of our employees’ dedication to their communities.

Thornburg Investment Management Supports The Following Non-Profit Organizations

Aspen Ballet Company and School
Big Brothers and Big Sisters of Northern NM
Chamber of Commerce
CHOICE Education Group
Cornerstones, Community Partnerships
Esperanza Shelter for Battered Families
Explora Museum
Georgia O'Keefe Museum
Leadership Santa Fe
Lensic Performing Arts Center Corporation
Museum of New Mexico Foundation
National Dance Institute
New Mexico Bio Park
New Mexico School for the Arts
New Mexico Museum of Natural History Foundation
Santa Fe Bandstand
Santa Fe Chamber Music Festival, LTD
Santa Fe Children's Museum
Santa Fe Community Foundation
Santa Fe Community Orchestra
Santa Fe Concert Association
Santa Fe Desert Chorale
Santa Fe Farmers Market Institute
Santa Fe International Folk Art Market
Santa Fe Opera
Santa Fe Prep
Santa Fe Pro Musica
Santa Fe Symphony Orchestra & Chorus, Inc.
School for Advanced Research (on the Human Experience)
SITE Santa Fe
St. Elizabeth's Shelter
St. Vincent Hospital Foundation
The Mayor's Ball

 

Important Information

Investments in the Funds carry risks, including possible loss of principal. Investing outside the United States, especially in emerging markets, entails special risks, such as currency fluctuations, illiquidity, and volatility. Investments in small capitalization companies may increase the risk of greater price fluctuations. Funds investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The principal value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. This effect is more pronounced for longer-term bonds. Unlike bonds, bond funds have ongoing fees and expenses. Funds invested in mortgage backed securities may bear additional risk. Investments in lower rated and unrated bonds may be more sensitive to default, downgrades, and market volatility; these investments may also be less liquid than higher rated bonds. Investments in derivatives are subject to the risks associated with the securities or other assets underlying the pool of securities, including illiquidity and difficulty in valuation. Investments in the Funds are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity.

Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus containing this and other information, contact your financial advisor or visit our literature library. Read it carefully before investing.

 


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