Planned Giving Completed Gifts

“We are confident that we have provided for our lifestyles and our goals for our loved ones.  We want to begin funding our long term giving plans now ”

Life Insurance - Make a gift of a new or existing policy to United Way of Central New Mexico.

Don and Diane Chalmers’ gift of a “paid-up” policy that they purchased for this purpose will fund needs in our community after his lifetime. No more premiums are required to keep the policy in force for the rest of his life.

He received an income tax deduction for the cost of the policy!

 

John and Carol Mayo Cochran have donated a policy to United Way of Central New Mexico and, after five annual premiums, no more premiums will be required to keep the policy in force for the rest of their lives.  Proceeds of the policy will fund their Endowment, continuing their annual giving FOREVER.

Their gifts to pay the premiums are tax deductible!

 

Brad and Kathy Day’s policy will be funded by their annual gifts to pay a guaranteed level premium.  Their policy will fund the Brad and Kathy Day UWCNM GIVE UNITED Endowment in Honor of Jack & Fances Holmes.

Their annual gifts to pay the premiums are tax deductible!

Click here for more information on the UWCNM GIVE UNITED Endowment in Honor of Jack & Frances Holmes.

“Under our wills, other assets will provide for our goals for our love ones, but our children don’t live here and are not attached to our home as we are.”

Gift of a Remainder Interest in Your Home, 2nd Home, Farm, or Ranch

• You live in your home for the rest of your lives, after which it belongs to United Way of Central New Mexico, who will sell it and use the proceeds as you have directed
• You get a current income tax deduction
• Donors have used these tax benefits to fund the cost of providing appropriate housing and care in later years, to replace the home in their legacy to their children, or fund life insurance.

These gifts and others may be used to fund your ENDOWMENT, which can continue your annual giving FOREVER. Click here for more information.

As in the case of your annual giving to United Way of Central New Mexico, you may designate planned gifts to benefit: The GIVE UNITED Fund... One or more charities of your choice... or Both!

 

We look forward to meeting with you and to coordinating with your tax, legal and financial advisors as needed. Please call or email Larry Strickland,Director ofPlanned Giving for more information that might be helpful to you in pursuing your philanthropic goals. Larry Strickland can be reached at (505) 975-7556 or (505) 247-3671 or via email using the form below.

 

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Thank you to French Mortuary for its continued support of United Way of Central New Mexico's planned giving initiative