"What if our needs or those of our children are more costly than we foresee today?" 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.
With these approaches, you have flexibility to change beneficiaries if your family's needs change during your lifetime.
David & Susan Weymouth and Michael & Janice Blake have made United Way of Central New Mexico beneficiaries of their estate plans at the Tocqueville Legacy Circle level ($200,000+). After their lives, their endowments at United Way of Central New Mexico will provide for needs through the Community Fund Forever.
With a little planning you can leave more for your family and for your charitable legacy while avoiding double taxation.
Do you plan to leave any assets to charities? Many donors, including Ray and Catherine Ziler have agreed that the ideal choice is their IRA or retirement plan. The Zilers' gift will create their Tocqueville Legacy Circle Endowment to support the Community Fund into perpetuity.
Click here to view a 5 minute slide show about this very effective technique.
Click here for FAQs.
Bill and Suzanne Ebel have added United Way of Central New Mexico as a beneficiary of a life insurance policy.
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.
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.
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.