Planned Giving Home


Welcome to University of New Mexico Planned Giving
Thank you for your interest in the University of New Mexico. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at UNM Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of planned giving.

Benefits For Family and the University of New Mexico

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Tax-Free Sale (Gift of Property)
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale (Gift of Property) >>.

Double My CD Return (Gift Annuity)
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return (Gift Annuity) >>.

Peace of Mind Gift Annuity (Stock Gift)
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity (Stock Gift) >>.

Sale and Unitrust (Sale of Business)
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust (Sale of Business) >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how planned giving ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Bart G. Evans
Manager of Planned Giving

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact bevans@unm.edu.

If you are a professional advisor, you may take the following steps on this site.