Heirloom Society
You can have a lasting impact
on our community
Heirloom Circle
In addition to annual donations, the Institute also invites you to consider becoming a member of the
Heirloom Circle by making a legacy gift.
Legacy gifts deliver a direct and lasting impact on the effectiveness of Institute programs, making it possible for us to help our farmers and our community for generations to come.
Legacy Gift
A Legacy Gift may be personalized and flexible as well as very satisfying. Legacy gifts may be made using various formats,including:
- Beneficiary designations on an insurance policy, employee benefit plan, or other “transfer on death’’ accounts
- Bequests made in your estate planning documents–your will, or your Revocableor Irrevocable Trusts
- Charitable Remainder or Lead Trusts
- Charitable Gift Annuities
- Gifts of Real Property
Some of these techniques allow you to make a current, more substantial gift, be honored as a donor (or honor others) and still benefit from an income stream, throughout your lifetime. No matter how or what you give, you will be supporting a cause close to your heart and will be helping New Mexicans now and into the future.
There may be tax benefits which result from your Legacy Gift. The Institute welcomes the opportunity to work with donors like you, as well as your attorneys, financial planners, and other professionals to design a gift that is appropriate and meets your goals. We suggest you consult your professional advisors. We are happy to respond to any inquiries, and always maintain the confidentiality of our donors.
