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.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Bequests for Scholarships
Joe and Anna have been faithful supporters of the University of New Mexico over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.

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) >>.

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.