Legacy Giving Co-Branding Partner
Legacy Giving Co-Branding Partners

Legacy Giving

 

Developing donor legacies of hope for the future of our community

 

Gifts That Pay You Income

Charitable Gift Annuities

You can get a monthly paycheck for life in return for your gift. Charitable Gift Annuities help you make a substantial gift to UWCNM while increasing your cash flow from assets. While benefiting UWCNM after your lives, you receive:

 

    The Bovinettes
  • An additional source of lifetime income for you, your spouse or other of significance to you.
  • A potential increase in the income you are currently receiving from your investments.
  • An immediate tax deduction for a portion of your gift.
  • No capital gains tax due at the transfer of appreciated assets to your gift plan.

 

 

Bob and Yvonne Bovinette have used a Charitable Gift to fund their Endowment

 

Charitable Lead or Remainder Trusts can be used to:

  • Diversify your assets
  • Produce a current tax savings
  • Benefit charity

 

Click here to view a short slide show about Charitable Remainder Trusts
Click here to view the FAQ’s about Charitable Remainder Trusts
Click here to view a short slide show about Charitable Lead Trusts

 

Wealth Replacement Trusts can:

  • Increase after tax benefit to your heirs
  • Benefit charity

 

Click here to view a short slide show about how it works
Click here to view FAQs about Wealth Replacement Trust

 

Continuing Your Annual Giving with Your Legacy Gift

Your Legacy Gift may fund your endowment. The annual distribution from your endowment may continue your support beyond your lifetime. UWCNM Endowments are held at the Albuquerque Community Foundation, accessing excellent funds management under the most advantageous terms. Visit the Legacy Giving Endowments page for more information.

 

Your Legacy, Your Passion

As with your annual gift, you may designate your Legacy Gift to benefit the Community Fund, the Issue Areas of the fund, and other 501c3s you wish to support.

 

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 Legacy 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.

 

*Your name:
*E-mail address:
*Your Message: