In order to make a bequest, you should speak with your attorney and a representative of the UNM Foundation. Your attorney can help you include a bequest to the UNM Foundation in your estate plan. We have provided some basic bequest language to assist you and your attorney.
I give, devise and bequeath to ,
Inc. (Foundation) (Federal Tax ID: 85-0275408) a nonprofit corporation
organized in accordance with the laws of the State of New Mexico for
the purpose of supporting The University of New Mexico (UNM), (Choose
one of the following from a-c below),
- the sum of $______________;
- the following described property _________ (see additional
- _______% of the rest, residue and remainder of my estate.
For the charitable purposes of The University of New Mexico,
specifically. (Choose a or b below),
to provide support for _____________ (After consulting with a UNM
Foundation representative, include specific purpose here, and include
the following sentence to ensure your gift remains useful in the
If, in the judgment of the UNM Foundation Board of Trustees, future
circumstances render the designated use of this fund impracticable,
unwise or inappropriate, then the Board shall use the fund to further
the objectives and purposes of The University of New Mexico, giving consideration to my special
interest as evidenced by the purpose described above
Bequests of Property
When the UNM Foundation receives gifts of real estate, the property is
sold and the proceeds are used to support The University of New Mexico. Please contact us prior
to completing your estate plans so that we can ensure your real estate
gift is properly referenced in your will or trust.
For a gift of art (books, pottery, etc.), please use the following
It is my intention that the (artwork, books, etc.) be used for the
benefit of the ____________. Should _______
be unable to display this artwork, I hereby give permission for its
exhibition in any of The University of New Mexico's facilities (to include museums, classrooms,
offices, administrative buildings, etc.) or sold and the proceeds used
for the benefit of _________________.
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you would like your gift to exist in perpetuity, an endowed fund can be established with a gift of $25,000 or more. A UNM Foundation representative will work with you to create a Gift Agreement, which lays out the form, purpose and administration of your gift. Signed by the donor, a University of New Mexico representative and the UNM Foundation President, the Gift Agreement documents your wishes with regard to guidelines for use of the endowed funds. The UNM Foundation will manage the endowment, and make annual disbursements while providing for the long-term growth of the principal.
Please contact us
if you have any questions about how to make a bequest to The The University of New Mexico or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have included a bequest to benefit The The University of New Mexico in your estate plan, please contact us to let us know. We would like to thank you and recognize you in the New Horizons Society