WAYS TO GIVE
By Check. You may make a one-time contribution by writing a check and mailing it to: School for Advanced Research, Attn. Development Department, PO Box 2188, Santa Fe, NM, 87504.
By Credit Card. You may make a secure gift online or by phone. Please call our Development Office at 505-954-7238.
By Giving Monthly. You may also consider making a monthly gift, which helps support the work of SAR year-round.
By Making a Gift of Stock. Please contact Laura Sullivan, Director of Development, at email@example.com or (505) 954-7238 for instructions.
Through Bequests and Planned Gifts. You may join our El Delirio Legacy Circle and play an important role in assuring the long-term ability of the School to sustain its programs for future generations.
ALTERNATIVE TAX-SMART WAYS TO GIVE
Donor-advised funds are a simpler, tax-smart way to give and are available through such organizations as TIAA Charitable or the Santa Fe Community Foundation.
The TIAA Charitable Giving Fund®**
The Giving Fund is a donor-advised fund (DAF) - it works like a personal fund dedicated to your charitable giving. There are three simple steps:
- Contribute. Contribute cash, stock or certain complex assets to establish a Giving Fund in your name for you to access online. The minimum contribution is $5,000.
- Grow. Choose from a wide variety of investment options. All growth is tax free, which could mean more money to give.
- Give. Recommend grants to support the IRS-eligible charities you care about – including SAR - in the amount and at the time you suggest.
Why choose a Giving Fund?
- The potential to give more. Contributions (including long-term appreciated stock) and all investment growth are tax free. That can mean more money to give.
- Tax advantages. The Giving Fund enables you to plan how you time contributions for tax purposes, while still giving you the flexibility to recommend grants on your timetable.
- Simplicity. Manage your giving in one place - TIAA Charitable takes care of all the paperwork and keeps track of your activity – so no more writing multiple checks and no more scrambling for receipts come tax time.
TIAA Charitable and SAR
The Giving Fund provides multiple ways for you to support SAR’s mission.
- Annual support for SAR. With a TIAA Charitable Giving Fund, you can go online to recommend grants to SAR at any time, or set up automated, recurring grants.
- Lifetime support for SAR. Establish SAR as a beneficiary for your Giving Fund as an alternative to incurring the expense of updating your trust.
Learn more about how a donor-advised fund through TIAA Charitable can help simplify your charitable giving.
** TIAA Charitable and the School for Advanced Research are independent entities. In this arrangement, neither TIAA Charitable nor the School for Advanced Research are acting as agent or representative of the other. TIAA Charitable is the brand name for an independent public charity that maintains a donor-advised fund program. The TIAA name is a registered mark of Teachers Insurance and Annuity Association of America and is used by TIAA Charitable pursuant to a license. TIAA Charitable does not provide legal or tax advice. Before establishing a Giving Fund, taxpayers should seek advice based on their own particular circumstances from their own legal or tax advisor.
The Santa Fe Community Foundation Donor Advised Funds
The Santa Fe Community Foundation (SFCF) also offers donors the opportunity to open Donor Advised Funds with a minimum contribution of $25,000. This allows you to make contributions to SAR in two different ways:
- Donor advised gift fund. For donors who wish to make grants to approved 501(c)(3) organizations like SAR: these funds are invested in cash instruments or money market funds. There are no earnings on this type of fund.
- Donor advised invested fund. For donors who wish to make grants to approved 501(c)(3) organizations like SAR: these funds are invested in one of the pools offered by the Foundation.
Whatever your interests, establishing a Donor Advised fund with a gift of cash or other assets gives you an immediate tax benefit. It also allows you to make gifts over time, investing your charitable dollars and recognizing you and your family – without the administrative burden and expense of a private foundation.
When you choose to establish a donor advised fund at the Foundation, you maximize the impact of your giving; receive expert advice; reduce paperwork; and enjoy solid returns on your charitable investments.
For more information on opening a Donor Advised Fund with the Santa Fe Community Foundation and making SAR one of the beneficiaries of the fund, click here.
Charitable Gift Annuities (CGAs)
After bequests, charitable gift annuities (CGAs) have long been the most popular method for those who want to support their favorite charities through their financial estate plans. Gift annuities allow donors to make significant gifts during their lifetime. The donor, donor and spouse, or one or two beneficiaries the donor designates, will receive a fixed income for life.
SAR has an agreement with the Santa Fe Community Foundation (SFCF) to issue CGAs on behalf of SAR. SAR will benefit from income on a SFCF Donor Designated Endowment Fund into which the assets remaining after the death of the donor's last beneficiary will be deposited.
SFCF will accept gifts from donors referred by SAR and enter into immediate or deferred charitable gift annuity contracts with them within the following parameters:
- Gifts of cash or marketable securities valued at $25,000 or greater. Additional contracts for the same beneficiaries may be entered into for $10,000 or more.
- Beneficiaries of age 65 or greater when annuity payments begin. Up to two beneficiaries may be named in each contract.
- Payment rates limited to the suggested maximum rates published by the American Council on Gift Annuities.
IRA Rollover Provision
Are you 70 1/2 years or older and beginning to think about the annual required withdrawal from your IRA?
Did you know that you may donate up to $100,000 annually from your traditional retirement accounts (IRAs) or Roth IRAs to charitable nonprofits such as SAR without withdrawals counting as taxable income? This gift can also count towards the required minimum distribution and significantly reduce your income tax liability.
In order to take advantage of the charitable rollover this year, you’ll need to contact your IRA administrator and request a distribution to be made directly to SAR by early December.
Please contact Laura Sullivan, Director of Development, if you intend to pursue any of the opportunities listed above at 505-954-7238 or firstname.lastname@example.org.
The promise of SAR and its support of exceptionally creative scholars and artists can be realized only through the combined efforts of understanding supporters like you.
SAR is a 501(c)(3) nonprofit organization, and most gifts are fully tax deductible.