Securing the Future of SAR
SAR advances understanding of humanity through a unique alchemy of creative practice and scholarly research in Native American arts, anthropology, and related disciplines.
“I have chosen to include SAR in my estate plans because the work that SAR does is so vitally important on two levels: globally and individually. SAR educates, enhances and encourages the future, and honors and preserves the past.”
—Colleen Spencer, member, El Delirio Legacy Circle
SAR Would be Honored to Include You
Planned gifts are among the most carefully considered and impactful decisions supporters can make to sustain the mission of SAR. With deep appreciation, SAR recognizes those gifts with membership in its El Delirio Legacy Circle.
“El Delirio” refers to the playful name given in the 1920’s by sisters Martha Root White and Amelia Elizabeth White to their remarkable Santa Fe home. The historic estate was deeded to SAR in 1972—the 65th year of the School—and now houses the SAR campus. That pivotal legacy gift enabled the foundation of the modern era of SAR.
SAR is grateful to donors who continue that tradition of legacy giving and have told us they have included SAR in their estate plans. We count these individuals, whose generosity and forethought help secure the future of SAR, as members of SAR’s El Delirio Legacy Circle.
Ongoing Engagement and Recognition
If you have already included SAR in your estate plans, please let us know. We would be honored to recognize you and provide membership benefits. A simple form (see attachment) will inform of us of your gift intention and include you according to your wishes in the El Delirio Legacy Circle.
In recognition of their deep commitment to SAR, all members of the El Delirio Legacy Circle are invited to special events and to participate in updates about SAR’s current work and future goals. Members are acknowledged* in the Annual Report and on SAR’s website, inspiring others who may consider a planned gift to SAR.
*Members may choose to be acknowledged as anonymous.
While perhaps among the most significant gifts you will make, your legacy gift to SAR can be planned with little to no impact on your current finances. Additionally, your planned gift to SAR —a 501 (c)3 charity—may result in tax benefits for you and/or your heirs. Finally, you have the satisfaction of knowing your planned gift to SAR will benefit future generations of inspiring thinkers, curious learners, Native Artists, indigenous communities, scholars, and authors.
Please contact Helen Brooks at firstname.lastname@example.org or 505-954-7238 if you would like to know more about giving to SAR’s unrestricted endowment, creating a named endowment, or contributing to a pooled endowment for specific programs.
Ways to Give
Please consult your legal, tax and/or financial advisors for guidance on how to structure your gift to best accomplish your goals.
Include SAR in your will or your trust
One of the most common ways to make a bequest is by including language in your will. For instance, you may choose to direct a specific amount, a specific percentage, or a residual bequest to SAR in your will.
“I give, devise, and bequeath to the School for Advanced Research, a nonprofit corporation in the state of New Mexico (Federal Tax ID 85-0125045), the sum of $ _____ or _____% of my estate or all of the residuary of my estate.”
Name SAR as a Beneficiary
Another simple way to include SAR in your planned giving is to name SAR as a full or partial beneficiary of your IRA, 401K, other retirement plan, or life insurance policy. Simply contact your plan provider and complete a change of beneficiary form.
Consider a Gift of Real Estate
Utilizing real estate to make a planned gift can provide a magnificent legacy to SAR, remove the hassle-factor of selling property, and also be surprisingly easy to accomplish by adding language to your will or trust agreement. Other options can offer significant tax advantages when you make your gift of real estate now and either continue living in the residence, choose to receive a life income stream, or use income-producing property to fund a charitable lead trust. You can even consider donating a partial interest in your home to shelter capital gains when downsizing. Your legal advisor can help you structure a gift of real estate to meet your charitable goals and fit your personal needs.
Explore Other Legacy Gift Options
If you are interested in exploring other planned gift options such as a life income gift, a charitable remainder trust, a charitable lead trust, a charitable gift annuity through a third-party administrator, or a gift of personal property, please let us know and we can help you work with your advisors. Each gift type has particular conditions that can achieve specific goals for both the donor and the charity.
Click here for information to provide to your financial advisor.