Ways to Give
Write a 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
Use a Credit Card. You may make a secure gift online or by phone. Please call our development office at 505-954-7231.
Give Monthly. You may also consider making a monthly gift, which helps support the work of SAR year-round.
Transfer a Gift of Stock. You or your advisor may contact Laura Sullivan, director of development, at email@example.com or (505) 954-7238 for specific stock transfer instructions.
Give to the Douglas W. Schwartz Memorial Fund. Your gift will help honor Doug, SAR’s President Emeritus, and his memory by generating new knowledge about human cultures, past and present, and enlightening the public about topics of broad interest.
Give to SAR’s Endowment Fund. Your donation will help build our endowment and sustain SAR’s future. Specify in the designation field on the donation form that your gift is for the endowment.
Alternative Tax-Smart Ways to Give
Donor Advised Funds
Donor-advised funds act like a charitable savings account and are a simpler, tax-smart way to give. They are available through financial institutions including TIAA Charitable, Fidelity, Charles Schwab, or community foundations.
Santa Fe Community Foundation Donor Advised Funds
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.
TIAA Charitable Giving Fund
If you are an educator and already have a TIAA account, you may consider starting a Giving Fund, which works like a personal fund dedicated to your charitable giving. Find out more here.
Charitable Gift Annuities (CGA)
SAR has an agreement with the Santa Fe Community Foundation (SFCF) to issue CGAs on behalf of SAR. The School will benefit from income on an SFCF Donor Designated Endowment Fund into which the assets remaining after the death of the donor’s last beneficiary will be deposited.
IRA Rollover Provision
Are you 70-1/2 years or older and thinking about the annual required minimum distribution from your IRA? If so, you can transfer up to $100,000 annually from your IRA to SAR tax free and reduce your taxable income.
When you are thinking about leaving a meaningful legacy to a cause you care deeply about, please consider SAR. By making a long-term gift to SAR, you will be making a commitment beyond measure that will not affect your finances or lifestyle today.
The most practical way to give is to review and update your plans to include SAR as a beneficiary. In so doing, you may become a member of 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.
Here are three of the simplest options:
Bequests in a Will or Trust
Is your estate plan up-to-date? You may include SAR in your will or trust or complete a codicil as an addendum to an existing will. Along with traditional assets, you may also want to consider giving possessions with a large market value such as artwork, valued antiques, or collectibles.
Who will inherit your IRA, 401k or other plan? Consider naming SAR as a full or partial beneficiary. Simply contact your plan provider and complete a change of beneficiary form.
Leveraging Life Insurance
Do you have life insurance? If it has been years since you have thought about your policies, perhaps you may want to consider using your policy to make an immediate donation or name SAR as a beneficiary.
Please review and update your plans to make a meaningful gift that costs nothing today and helps SAR tomorrow.
It is best to seek the advice of your financial or legal advisor when planning to make a gift of this type to SAR; however, we are also available to discuss ways that SAR can benefit from your generosity.
Click here for information to provide your financial advisor.
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.