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.

A Many-Sided Life
Challenges did not faze Ada V. Wester (MFA '53). A resourceful, matter-of-fact woman, Ada homesteaded 160 acres north of Alamogordo, N.M., on a limited income and bred Appaloosa horses. More on A Many-Sided Life >>.

Albert H. Rosenthal - A Life Lived Large
How do we measure a life? In part, by how our actions benefited the world around us and how people remember us after we're gone. By these standards, Dr. Albert. H. Rosenthal lived a large life indeed. More on Albert H. Rosenthal - A Life Lived Large >>.

A Gift Without Strings
Omar Heins was a man typical of his generation. Frugal. Conservative. Industrious. What wasn't typical about Omar was the bequest he made to the UNM Athletics Department-more than $1 million, unrestricted. More on A Gift Without Strings >>.

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 >>.

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 bartnm@unm.edu.

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