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Planned Giving

Join our Legacy of Health Society

Why Give?

Making a planned gift leaves a legacy of support for Bridge to Health NM so we can continue offering accessible and affordable wellness opportunities to our community while providing valuable tax benefits for you, your spouse, and loved ones.

 

We invite you to become a member of our Legacy of Health Society, joining our community of supporters. Leaving a legacy gift in your will may be the most impactful gift you will ever give!

Making a Bequest

Leaving a gift in your will or revocable trust is the simplest and most traditional way of making a planned gift. You can choose a specific amount or a percentage of your estate to leave to Bridge to Health NM after your loved ones are taken care of.

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Hover for Sample

Bequest Language

“I give [indicate a dollar amount ________ or a ____% of the remainder of my estate or Trust] to Bridge to Health NM, a non-profit corporation founded in New Mexico, mailing address 33A Thanpi Tside Poe, Santa Fe NM 87506 Tax ID# ………….”

Other Ways to Leave Planned Gifts

Our future giving options make it simple and easy for you to help create a future of healthy outcomes where accessible and affordable wellness opportunities are available for everyone in Española, the Northern Pueblos, Rio Arriba County, and beyond.

Senior Couple

Name us as

one of your beneficiaries

One of the most flexible and easy ways to make an extraordinary gift is to name Bridge to Health NM as a beneficiary to a financial account.

• Your retirement plan assets/Appreciated Securities

• Life insurance

• Real estate

• Charitable lead trusts

• Other financial accounts

 

Contact your retirement plan administrator, insurance company, bank, or financial institution for a change-of-beneficiary form.

Giving Options

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Donate Appreciated Securities/ Retirement Plan Assets

You can benefit from the transfer of appreciated securities or other retirement plan assets directly to our investment account.

• You can defer and/or avoid capital gains tax

• You may be entitled to a charitable deduction for all or a portion of the total fail market value.

• You will have the joy of knowing our work can continue thanks to you!

 

Consult your tax advisor for specific account information.

Benefits

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Let us know

if we're part of your plan!

If Bridge to Health NM is part of your plan, please send us a notice so we can thank you and plan for the future.

Let us formally recognize you as  a member of our Legacy of Health Society.

Thank you!

Bridge to Health NM has been on my “booster” list for years. The On The Move class improved my walk hugely, and overcame an ankle problem while sharing mornings with a happy group who became friends. This well-managed organization delivers results and is entirely worthy of our generous support.

Peter Balleau

Become a Member of our
Legacy of Health Society

We invite you to become a member of our Legacy of Health Society. You can join other supporters who have named us in an estate plan their estate plans as we build our legacy program. A Planned Gift leaves a legacy of support that keeps providing our community with accessible and affordable wellness opportunities while providing valuable tax benefits for you, your spouse, and loved ones.

Remember: Leaving a legacy gift in your will may be the most impactful gift you will ever give! And you don’t have to be wealthy to leave a legacy.

*Bridge to Health NM is a 501(c) 3 and does not provide legal or tax advice. Consult your tax advisor for specific account information.

Questions?

Contact Tana Beverwyk Abouda 
Phone: (505) 591-4200 
Email: director@bridgetoheathnm.org

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