LEGACY PROGRAM
Your compassion today can become a beacon of hope for countless families in New Mexico facing memory-related challenges tomorrow. Through planned giving, you can ensure that our community-based services will continue for generations to come.
Ways to Make a Lasting Impact
Planned giving is easier than most people think. You can choose the planned giving option that aligns with your values and financial goals.
BEQUESTS
You can leave a gift in your will or revocable trust choosing a specific amount or a percentage of your estate.
Below is an example of language you may use in your estate plan:
I give [indicate a dollar amount or a specific % of the remainder of your estate or Trust] to The Memory Care Alliance, a non-profit corporation founded in New Mexico, currently located at 1541 S. St. Francis Drive, Santa Fe, NM 87505
Tax ID# 33-1646169
Please consult your tax advisor, attorney or other professional advisors for bequest language tailored to your individual situation and objectives.
CHARITABLE GIFT ANNUITY
Make a gift that provides you with fixed payments for life while supporting our mission. Enjoy immediate tax benefits and reliable income.
Perfect for: Those seeking stable income with the satisfaction of charitable giving
LIFE INSURANCE
Name the Memory Care Alliance as a beneficiary of a life insurance policy you no longer need, or purchase a new policy for charitable purposes.
Advantage: Create a larger gift than might otherwise be possible through your estate
RETIREMENT ASSETS
Designate us as a beneficiary of your IRA, 401(k), or other retirement accounts. This can provide significant tax advantages for your heirs.
Benefit: Avoid income taxes that your heirs would otherwise pay on inherited retirement funds
CHARITABLE REMINDER TRUST
Convert appreciated assets into income while reducing capital gains taxes and creating a future gift to our organization.
Ideal for: Those with highly appreciated stocks, real estate, or other assets
MEMORIAL & HONOR GIFTS
Create a permanent tribute to a loved one affected by memory loss. These gifts can be structured as endowments that provide ongoing support.
Options: Named funds, memorial gardens, or dedicated research initiatives
Ready to Create Your Legacy?
Speak to you financial advisor. If you do not have one we are happy to make a recommendation.
And if it feels right, please let us know about your gift so we add you to our Legacy Circle and show our true appreciation.
For more information about planned giving, please schedule time to talk with our Executive Director, David Davis 505.310.9752, admin@thememorycarealliance.org