Rio Grande Foundation Legacy Society

An old adage says, “The shade we enjoy today comes from trees planted by others long ago.”

This simple yet insightful passage speaks to the impact of acting today to preserve the ideals and institutions that benefit future generations. By including the Rio Grande Foundation in your will or estate plan, you help ensure that there is a strong, clear voice to speak for free enterprise and individual liberty for years to come.

You also will enjoy the peace of mind of knowing that your hard-earned assets will be used in support of the values you cherished during your lifetime – those of liberty, self-reliance and limited, accountable government.

As a legacy donor to the Rio Grande Foundation you ensure that the Foundation can continue to fulfill its mission to bring greater freedom to New Mexico.

There are many ways to include the Rio Grande Foundation in your will, living trust, charitable gift annuity or life insurance policy, as described below.

If you would like to discuss these options further, please call our office at 505-264-6090 and ask to speak with Paul Gessing, RGF President, or send an E-mail to LegacySociety@RioGrandeFoundation.org.

Will or Living Trust

You can donate to the Rio Grande Foundation through your will or living trust. A bequest of your assets also brings a tax benefit to your family, as your estate is entitled to an “estate tax charitable deduction” for the full value of your bequest.

It’s simple, and it may not require a revision of your entire will, although we always recommend reviewing your will with your attorney at regular intervals.

A simple codicil may be added with wording such as:

“I direct my personal representative to make the following charitable contribution from my property. Such contribution may be made either in cash or marketable securities at the election of my personal representative:

The sum of __________ to the Rio Grande Foundation of Albuquerque, New Mexico, (IRS Tax ID 85-0468446), provided that this charity is still in existence at my death, qualifies for a charitable tax deduction, and is following its original mission as a free market public policy research organization, to advance individual liberty, free enterprise, and limited, accountable government. If there is any dispute as to whether this foundation is continuing to follow its original mission, that determination shall be made by my personal representative at his or her sole discretion.”

Life Insurance or Retirement Plan Gift

You can designate the Rio Grande Foundation as a charitable beneficiary of your life insurance policy or qualified retirement plan such as an IRA.

Charitable Remainder Trust

This is a gift plan defined by federal tax law that allows you to provide income to yourself or others while also making a generous gift to the Rio Grande Foundation. You irrevocably transfer assets, usually cash or securities, to a trustee of your choice. The Trust may become effective through outright transfers during your lifetime or through transfers at death under your will.

Your Accountant and Attorney

In all cases, we encourage members to consult with their own accountants or attorneys on estate plans. We can assist in discussing the benefits of such gifts with families to help them understand the details.

For more information about planned giving, please feel free to contact us at 505-264-6090 or LegacySociety@RioGrandeFoundation.org.

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