Legacy Giving Co-Branding Partner
Revocable Gifts
Use Revocable Gifts to give to charity from whatever is left after your other goals are met.
IRA Beneficiary Designations
Do you plan to leave any assets to charities? Many donors, including Ray and Catherine Ziler have agreed that the ideal choice is thier IRA or retirement plan.
- IRAs are taxable to beneficiaries other than charities.
- IRAs are a taxable part of your estate, except for the part you designate to charity.
- And it is easy to act upon - add United Way of Central New Mexico as a beneficiary on a form provided by your IRA administrator.
Click here to view a 5 minute slide show about this very effective technique.
Click here for FAQs.
Bequests
Bequest donors have made United Way of Central New Mexico beneficiaries a part of their assets in their wills or living trusts.
Life Insurance Beneficiary Designations
Bill and Suzanne Ebel have added United Way of Central New Mexico as a beneficiary of a life insurance policy.
Revocable gifts 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
