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Considering a gift? We can help.

Free resources

The following e-Brochures provide additional information on a variety of gift plan options. Choose as many titles as you wish.

Writing or updating your will can feel overwhelming. Let us help you simplify the process.

Download our free Will and Estate Planning Guide, designed to walk you through the process of considering your goals, determining how you want your assets distributed, and organizing the relevant documents.

You may also be interested in these brochures:

If you would like a personalized gift calculation, please select the gift you are considering and fill out the information below. 

Select the assets you are thinking about using to fund the gift:

Gift Amount

Age or birth date(s) of each beneficiary

Name
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IRA owners age 73 and older may need to take annual required minimum distributions (RMDs) from their accounts. Use our RMD Calculator to determine the amount you are required to withdraw. To learn about gift options that count toward your RMD, visit our Gift from an IRA page.

Interested in how a charitable gift annuity might work in your situation to secure an income stream, provide tax benefits, and make a meaningful gift? Try out the CGA calculator to get a personalized illustration. To learn more about CGAs, visit our Charitable Gift Annuities page. 

CGA Calculator

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Bequest Language

Making a gift in your will or with a beneficiary designation?

Leaving a gift to The University of New Mexico (UNM) through a provision in your will or trust is known as a bequest. When making a bequest, you can support any area of UNM. You may bequeath a specific dollar amount, a percentage of your estate, the residue of your estate (after all other gifts and debts have been settled), or a specific asset.

The UNM Foundation (Foundation) is an independent 501(c)(3) charitable organization that raises private support for UNM and is the preferred designee for bequests. Please share the following language with your legal counsel. We also encourage you to discuss your bequest with a UNM development representative to ensure your wishes can be fulfilled.

All bequest language begins with:

"I give, devise, and bequeath to The University of New Mexico Foundation, Inc., Federal Tax ID: 85-0275408, a New Mexico nonprofit corporation, Albuquerque, New Mexico, (a specific dollar amount, a percentage of my estate, the residue of my estate, or a specific asset) to be used…”

  • New fund:
    “…for a fund whose details and use are documented in a Gift Agreement with the Foundation...”
  • Existing fund:
    “…for the (fund name)…”
  • Unrestricted gift to UNM:
    “…by UNM as determined by the President of the University…”
  • Unrestricted gift to a specific UNM area:
    “…for (specify UNM college, program, or cultural amenity)…”

Property Bequests

When the Foundation is bequeathed property (real estate, art, mineral interests), the Foundation will, in most cases, sell the property and direct the proceeds to support an area of the donors’ choice. If a donor wishes to donate property for UNM to retain (as opposed to sell), UNM must agree to accept the property.

If you are making a bequest of artwork to UNM, please include the following language in your will or trust: “It is my intention that the artwork be used for the benefit of (name of museum). Should (name of museum) be unable to display this artwork, I hereby give permission for its exhibition in any of UNM’s facilities (other UNM museums, classrooms, offices, administrative buildings, etc.) or sold and the proceeds used for the benefit of (UNM college, program, cultural amenity, or fund name).”