At New Mexico Foundation (NMF), we offer a range of creative planned giving options to help you develop a plan for a personal legacy gift that will be shared through NMF grants and other special community-based programs and projects of your client’s choosing.
We work with donors whose wide-ranging backgrounds and interests reflect the unique diversity of New Mexico. While some wish to support a favorite area of interest, others choose to invest in a flexible and permanent fund that allows NMF to channel resources where they are needed most. No matter how you choose to give, your belief in philanthropy as a conduit to community change will provide long-lasting benefits to New Mexico.
What is a Planned Gift?
A Planned Gift is formally planned to meet your charitable goals
A Planned Gift is made during your lifetime or upon death
A Planned Gift is usually a gift of assets, not income
A Planned Gift Reduces taxes
A Planned Gift Provides income to you for a set period of time
A Planned Gift is available over time, and often in perpetuity
Types of Planned Gifts
Life Insurance
Buying an insurance policy with New Mexico Foundation listed as the beneficiary is a simple way for your client to build or support a fund.
Retirement and other accounts
Retirement accounts—such as an IRA or a 401(k)—can be set up by your client through an outside source that designates that ownership will transfer to New Mexico Foundation (NMF) upon your client’s death or the death of a surviving spouse.
Charitable gift annuities
A Charitable Gift Annuity (CGA)is a simple contract that guarantees your client a fixed income for life in exchange for a gift to New Mexico Foundation (NMF).
Charitable trusts
A Charitable Remainder Trust is an irrevocable gift that your client can make to New Mexico Foundation (NMF) in exchange for income for life based on negotiated terms.
Highly appreciated property
Your client can contribute a highly appreciated home property—a primary home, a vacation home, or a farm—to New Mexico Foundation as a life estate. This means that your client will retain the right to use the home during their lifetime.
Wills or living trusts
Your client can designate a gift to New Mexico Foundation in a will or living trust. The gift can also be directed by the heirs of your client’s estate, an executor or a court. The gift can include any type of asset designated by your client.
For more information, we welcome your call at 505.820.6860.