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Planned Giving

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.

Marie Hays, Class of '36: Talented Athlete, Devoted Fan
"I haven't missed a basketball or football game since 1936, except for one on a snowy night this past year," says Marie Hays, a UNM alumna and longtime University donor. More on Marie Hays, Class of '36: Talented Athlete, Devoted Fan >>.

Alumni Nancy and Ray Lutz Remember Zimmerman Library
When Nancy Lutz enrolled in the University of New Mexico in the mid-1950s, finding part-time employment to help cover her expenses was one of her first priorities. Having worked at the Albuquerque Public Library during high school, she hoped her cataloging skills would transfer. More on Alumni Nancy and Ray Lutz Remember Zimmerman Library >>.

A Win-Win Situation
Janet Kiehle Allen, M.D., is living proof that it's never too late to pursue one's dreams-or to be generous. Allen began practicing medicine at age 48. She says that if she ever wanted to retire, she couldn't "live like a doctor." More on A Win-Win Situation >>.

Building a Better Future
Kuppaswamy "Kuppu" Iyengar, associate professor in UNM's School of Architecture and Planning, specializes in the efficient and sustainable use of energy and structural resources. More on Building a Better Future >>.

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.

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 tbalko@unm.edu.

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