Leave a Lasting Legacy

Why Choose Planned Giving?

By considering a planned gift, you become an essential part of our mission to create a world of Phoenix Zones. Your legacy will be one of kindness and meaning, making a lasting impact for generations to come. 

A planned gift also aligns your values with your financial goals, providing substantial tax advantages and easing the tax burden on your loved ones.

Financial benefits may include:

• An income tax deduction
• Reduced capital gains taxes
• Reduced probate costs and estate taxes

Ways to Make a Planned Gift

Bequests: Your bequest, whether a percentage of your estate, a specific amount, or a residual bequest, will help train more students and professionals, inspire more policy makers to act, and lead the way to more meaningful social, economic, and legal changes.

How it works:

1. You make Phoenix Zones Initiative a beneficiary in your will or living trust, or a designated beneficiary of your retirement plan, life insurance policy, or another asset.
2. Phoenix Zones Initiative receives your gift when your estate is settled.

The information you’ll need:

Legal Name: Phoenix Zones Initiative
Address: 13170-B Central Avenue SE PMB 385, Albuquerque, NM, 87123-5588, USA
Tax Id#:  84-2337171
Nonprofit status: Active and in good standing

Sample language:

To provide a gift to Phoenix Zones Initiative in your will or trust, include language such as the following:

“I hereby give, devise and bequeath [$ amount] or [% of my estate] to Phoenix Zones Initiative, located at 13170-B Central Avenue SE PMB 385, Albuquerque, NM, 87123-5588, Tax ID Number: 84-2337171, to be used for its general purposes.”

Life Insurance Policies: Name Phoenix Zones Initiative as a beneficiary of your life insurance policy to create a powerful legacy of support that drives lasting change. Just complete and return to the insurance company a form designating that Phoenix Zones Initiative receives all or a portion of the benefit associated with your life insurance policy. You may also transfer ownership of the policy, which will result in an immediate income tax charitable deduction and potential tax savings in the year you make the gift.

Retirement Plans: Designate Phoenix Zones Initiative as a beneficiary of your retirement accounts, such as IRAs or 401(k)s. This option can offer tax advantages while protecting and uplifting vulnerable individuals and communities, and it’s as simple as filling out a new beneficiary form from your retirement plan administrator.

Other ways to give include gifts from bank accounts, gifts from a Donor-Advised Fund, gifts of real estate, cash, tangible assets, or appreciated stocks or bonds.

The Impact of Your Gift

Your planned gift will empower Phoenix Zones Initiative to expand our leadership and influence to accomplish greater changes in attitudes, organizational practices, community-based interventions, national and international reforms, and economic priorities.  

From funding education initiatives that empower current and future generations to address global challenges at their roots to advocating for policies that protect the most vulnerable, your support will create a more compassionate and just world. 

Together, we can do more.

Join Our Legacy Society

When you make a planned gift to Phoenix Zones Initiative, you become a valued member of our Legacy Society, where your commitment to lasting change is celebrated. As a Legacy Society member, you’ll receive special updates on our initiatives, invitations to exclusive events, and recognition in our publications (if desired).

Start Your Journey

We understand that planned giving is a deeply personal decision, and we are here to support you every step of the way. Whether you have questions or want to explore the best option for your circumstances, we’re here to help.

If you’re ready to leave a lasting legacy or would like more information about planned giving, please contact us at donate@phoenixzonesinitiative.org.

Your generosity will create a powerful ripple effect of positive change, ensuring a brighter tomorrow for everyone.