Legacy Giving Co-Branding Partner
Developing donor legacies of hope for the future of our community
What Will Your Legacy Be?
With your annual gift, you share your income.
With a Legacy Gift, your share your assets: now...or in the future.
Identify your goals for your assets.
Gifts Anyone Can Make
You can make a gift that costs nothing during your lifetime. We call these "gifts anyone can make" because anyone can make them now without impacting their cash flow, lifestyle or family security.
- Bequests – Make UWCNM a beneficiary in your will or trust.
- IRA - Make UWCNM a beneficiary of your retirement plan.
Ray Ziler has made UWCNM a beneficiary of his IRA. IRA's are one type of Revocable Gift that can be used to give to United Way of Central New Mexico from what is left after your other needs are met.
Bequests
Jim and Joy Asperger have added UWCNM as a beneficiary of their estate planning, becoming members of the Million Dollar Legacy Circle. As with the Zilers, their Endowment will provide for needs in our community through annual distributions to the Community Fund.
Gifts That Pay You Income
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. And you get an immediate tax deduction for a portion of your gift. Click here to see how Bob and Yvonne Bovinette did it.
Give It and Keep It
You can donate your house, continue to live there, and get a tax break all at the same time! Click here for more information.
Create Your Legacy at Any Age
Some big-impact/low-cost tools can help younger couples create powerful Legacies. Gifts of life insurance policies with premiums paid over five years have created Legacies of $200,000 and more at surprisingly low after-tax cost.
Ken and Anne Sapon have provided for future needs in our community by making gifts to pay premiums on a life insurance policy that UWCNM owns. When all 5 premiums are paid, the Sapons will be assured that their Legacy will be funded by the guaranteed policy proceeds.
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. Forever.
The C. Herman and Emily F. Mauney Alexis de Tocqueville Legacy Society Endowment will continue their annual gift forever.
Your Legacy, Your Passion
As with your annual gift, you may designate your Legacy Gift to benefit the Community 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.
Think you're not rich enough to make "Legacy Gifts"?
Ten Good Reasons to Talk to Larry Anyway
Contributed by Mark Humphrey, Legacy Giving Council Chair
- You want to live the impossible dream…give away money…and keep it.
- Somebody at the IRS wants your IRA!
- You would like to "sorta" give…just in case you live as long Aunt Mildred…and need every penny.
- You want to do a "forever" thing.
- He thinks little...BIG gifts with little money.
- More income from your assets would be nice.
- You want to sell something without paying tax…And get a tax deduction while you're at it.
- He doesn't use words like "perpetuity".
- You want to give without writing a check.
- You're cheap. You want to be able to change your charitable beneficiaries without paying your lawyer again.
Ten Even Better Reasons to Talk To Larry
- The person at the IRS who wants your IRA does use words like "perpetuity".
- You want to live a fantastical dream…give away money…and keep it…and get a tax deduction anyway.
- Nobody in the family but you cares about the north 40.
- You want your great, great, great, great grandchildren to know something about you.
- The kids live in Boston and Oregon and your condo is in Durango.
- Everybody thinks you've lost it because you want to sell something without paying tax... And keep it ... And get a tax deduction anyway.
- You don't want to look back and say, "I couda been a power giver".
- You want to give without writing a check…And get a tax deduction while you're at it.
- You dream of making a difference.
- If you're slow enough when the check comes, he'll pick it up.
