Make a Planned Gift
An Invitation to the Sage Society
The Sage Society recognizes those who provide for the Santa Fe Botanical Garden with a gift in their wills or estate plans. Please join with others who have taken this step to preserve the beautifully designed gardens and stimulating programs of the Santa Fe Botanical Garden.
Planned gifts are essential to providing the long-range financial support needed to sustain Santa Fe Botanical Garden. These gifts help to fund our educational and community outreach programs, science and conservation priorities, maintain the highest professional horticulture standards, and bring delight and beauty to all who live in and visit Santa Fe. The generosity of Sage Society donors – large and small – will enable Santa Fe Botanical Garden to become one of the finest gardens in the American Southwest. Some donors want their legacy gifts to support the general needs of the Santa Fe Botanical Garden. Other donors prefer to restrict their bequests to what they care about most – such as preserving a specific garden, supporting children’s educational programs, investing in community outreach, or funding a professional horticulturalist/educator on staff. All estate gifts are vital to developing and maintaining excellence.
Please reach out to Laura Leach, Executive Director ([email protected]) if you would like to discuss a legacy gift. Whether you wish to support the general needs of the Santa Fe Botanical Garden, our endowment fund, or to restrict your bequest to what you care about most, all estate gifts are vital to developing and maintaining the Garden’s excellence.
La Rambla at the Botanical Garden at Museum Hill
Photo by Clayton Bass
Types of Planned Gifts
Before making any planned gift or pledge, please speak with your financial advisor or estate planning attorney about your specific circumstances and priorities.
Specifying in your will either a dollar amount or percentage of your estate that you want to go to the Santa Fe Botanical Garden, while retaining the use of your assets during your lifetime.
Transferring assets (e.g. appreciated securities) to a Charitable Remainder Trust and designating the Santa Fe Botanical Garden as a beneficiary of this Trust. You will receive guaranteed payments from the Trust for the rest of your life or for the joint lives of you and your spouse.
Transferring assets to a trust that pays a yearly income to the Santa Fe Botanical Garden for a specified number of years, and then returns the assets to you or your designated beneficiaries. The trust assets will not be included in your estate, providing income, gift and estate tax benefits
Donating your home or other real estate to the Santa Fe Botanical Garden and receiving immediate tax benefits, even if you continue to live in your home. This keeps the property out of your taxable estate.
Transferring ownership of a paid-up life insurance policy to the Santa Fe Botanical Garden and receiving an immediate tax deduction, as well as eliminating possible estate taxes.
Naming the Santa Fe Botanical Garden as beneficiary of IRA or other retirement plan assets, eliminating substantial income and estate taxes on these assets at the time of your death.
For donors who make an irrevocable planned gift, naming opportunities exist for funds to support a range of Botanical Garden programs and properties.
Learn More
Please contact Laura Leach, Executive Director if you would like more information about becoming a member of the Sage Society, or to let us know that you have made provision for a planned gift to the Garden in your will or estate plan.
Founding Legacy Society Member Recognition
Individuals who indicated to us by March 31, 2013 that they included the Santa Fe Botanical Garden in their will or estate plan received special recognition and are thanked as Founding Members of the Legacy Society. The names of all Founding Members are inscribed on a plaque in the Orchard at Museum Hill.
