Legacy Giving

Contribute to the future of NDI New Mexico by choosing a creative and flexible planned gift that can benefit you and NDI New Mexico. Donors who contribute through a planned gift become members of the Silver Sneakers Society for Legacy Giving.

• One of the simplest ways to support NDI New Mexico, a bequest provides a gift for NDI New Mexico in your will;
• Charitable Gift Annuities provide an annual fixed payment for life in exchange for irrevocably transferring assets to NDI New Mexico. Gifts can be made with cash or marketable securities;
• Charitable Remainder Trusts can provide fixed or variable income to meet your specific financial needs, at the termination of which the remaining assets are passed to NDI New Mexico;
• Charitable Lead Trusts provide income to NDI New Mexico for a period of years, at the end of which the trust property typically passes to an heir without the imposition of any additional taxes. This gift can reduce or effectively eliminate the gift and/or estate tax that would normally be payable on the transfer of these assets to your heirs;
• Appreciated securities are an excellent way of funding many of these gifts, often unlocking greater income while eliminating, or at least reducing, capital gains tax;
• Retirement account assets, if left to anyone other than a spouse, may be subject to very high taxation. However, by designating NDI New Mexico as recipient of any benefits remaining in your retirement plan, you may effectively reduce the taxes on those assets;
• Real Estate can be a valuable asset when used to fund either a charitable remainder trust or a charitable lead trust or make arrangements for a retained life estate;
• Designate NDI New Mexico as the beneficiary of your life insurance policy.
   

Contact Kelley Barnes, Director of Advancement at Kelley@ndi-nm.org or 505-983-7646 x100 to discuss the best option to support your passion while leaving your legacy to NDI New Mexico.