Legacy Giving Co-Branding Partner
Financial Tools - Enhace your finances
Legacy gift can be made during the lifetime of the donor in order to accomplish personal financial goals as well as to support charitable interests. This type of gift can enhance the financial well being of the individual and his or her family while providing for a meaningful charitable contribution.
Charitable Gift Annuities
Bob and Yvonne Bovinette have used a Charitable Gift Annuity to:
- Increase cash flow from their assets
- Produce current tax savings
- Benefit charity after their lives
- Click here to learn more about Charitable Gift Annuities
- Click here to view FAQ
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
These gifts and others can be used to fund your ENDOWMENT, which can continue your annual gift FOREVER. Visit the Legacy Giving Endowments page for more information.
As in the case of your annual giving to United Way of Central New Mexico, you may designated legacy 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 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.
Thank you to French Mortuary for its continued support of United Way of Central New Mexico's legacy giving initiative
