Completed Gifts

You have set aside funds to maintain your lifestyle and have provided for the goals of your children. Reach your philanthropic goals through Completed Gifts.

Life Insurance

Don and Diane Chalmers' gift of a paid-up ploicy 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 Community Fund Endowment in Honor of Jack and Frances Holmes..

Their annual gifts to pay the premiums are tax deductible!

Click here for more information on the UWCNM Community Fund Endowment in Honor of Jack and Frances Holmes.

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 can be used to fund your ENDOWMENT, which can continue your annual gift FOREVER. Visit the Planned Giving Endowments page for more information.

As in the case of your annual giving to United Way of Central New Mexico, you may designated planned gifts to benefit:

The Community Fund...
One or more charities of your choice...
or Both

We look forward to meeting with you and coordinating with your tax, legal and financial advisors as needed. Please call or email Larry Strickland, Director of Planned 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.