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Planned Giving Tools

GIVE
INSPIRE
VOLUNTEER

“Can planned giving tools enhance my finances? ”

Another form of a planned gift is 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 after tax cash flow from their assets while
  • Producing a current tax savings and
  • Benefiting charity after their lives

These annuities are guaranteed by United Way of America.

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 Trusts

These gift techniques can be used to fund your ENDOWMENT, which can continue your annual gift 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 Community 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 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.

 

Your name:
E-mail address:
Your Message:



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

Planned Giving Co-Branding Partner

             

Family Advocacy Center

Part of Advocating in your community is creating long-term change. Your United Way helped create this change in partnership with the City of Albuquerque and fourteen onsite agency partners by opening the Albuquerque Family Advocacy Center. The Center is a safe, secure and caring environment that focuses on the needs of victims of interpersonal crime.  The center is committed to providing victims of domestic violence, child abuse, sexual assault and their families with a safe setting to assist in addressing and overcoming the trauma of their experience and break the cycle of violence that destroys families.

Call them at 505-243-2333.

Or click here to go to the Family Advocacy Webpage!

2-1-1

United Way 2-1-1 is an advocate for those in need in our community - providing free information and referral to health and human services, government agencies, and community based organizations.

Dial Toll Free 2-1-1.

Or click here to access information on our online searchable database!

Grants for Organizations

Advocating for our community includes helping to build and strengthen other nonprofit organizations. One way we do this is through grants. We currently fund these grants:

Annual GIVE UNITED Fund Grants

Technology Assistance Grants

Emergency Grants

Women In Philanthropy Initiatives

Young Leaders Society Initiatives

Click here for more information on our grants for organizations!

How do you LIVE UNITED?

Tell your LIVE UNITED story!