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Welcome to University of New Mexico Planned Giving |
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| 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. |
| Personal Planner | Income for Surviving Spouse
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
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.
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 Director 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 bartnm@unm.edu.
If you are a professional advisor, you may take the following steps on this site.
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