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Planned Giving Revocable Gifts

GIVE
INSPIRE
VOLUNTEER

"After we set aside funds to maintain our lifestyle and provide for our goals for our children, what can we achieve with the balance… and how…and when?"

“What if things don’t turn out as well as we had hoped?”

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 their 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 of 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.  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 GIVE UNITED 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!