How to make a Memorial Gift »

How to Make a Donation to any of the three foundations

To make a donation to the Santa Fe Rotary Foundation, please contact Lleta Scoggins , (505)690-3067 or email.

To make a donation to the Santa Fe Rotary Foundation for the Arts, please contact Gradey Utley, (505)983-2302(daytime) or email.

How to Make a Bequest to any one of the three foundations

All Rotary Foundations graciously accept planned gifts. You can make bequests by naming the foundation or foundations in your will or trust or by designating them as a beneficiary on bank or brokerage accounts, 401(k)s, individual retirement account, or life insurance policies. Bequests allow you to control and benefit from the specified assets during your lifetime. Though you won't receive the income tax deductions, charitable bequests can reduce the assets subject to estate taxes.

Charitable remainder trusts are another option. These trusts allow US citizens to transfer cash, securities, or real estate worth at least $100,000 to the Foundation. The resulting income tax deduction is based on a percentage of the gift's initial fair market value, and you and your beneficiaries can choose to receive a fixed or variable annual income off at least 5 percent of the value of the trust. You can also decide whether that income will last for a predetermined period or for the beneficiaries' lifetimes. These trusts can be ideal for generating additional income from highly appreciated assets without incurring the capital gains taxes you would pay if you sold the assets outside the trust. By transferring to the trust you do not pay tax, instead receive a substantial charitable deduction, and depending on the trust's investment performance, you could receive a much larger retirement income.

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Club #1322

Chartered 1924

Mailing address:

PO Box 2465, Santa Fe, NM 87504-2465