Gifts by WIll or Trust

    Gifts by Will or Trust

    A charitable gift from your estate is a favorite way of giving - enabling you to achieve your financial goals, maintain control of your assets, and benefit NMCRS.

    The IRA (QCD) Gift

    An IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to the Society.
    stocks

    Stocks & Bonds

    Giving appreciated stock that you have owned for more than one year is one of the most tax-advantageous ways to donate. You can reduce your capital gains tax while supporting NMCRS!
    retirement assets

    Retirement Assets

    A gift of retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to donate. These gifts can shield your heirs from taxes and support NMCRS.
    life insurance

    Life Insurance

    Life insurance is a valuable asset for making a charitable gift. You may donate a life insurance policy without diminishing other investments or assets earmarked for family members.

    Donor-Advised Funds (DAF)

    DAF can provide you with immediate tax benefits while making your charitable giving easier. Here’s how it works.