Gifts by Will and Living Trusts

Gifts by Will Diagram

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death SFI receives the bequest you specified

Benefits

  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for SFI

More Information

Contact Us

If you have any additional questions or would like to discuss the specifics of your planned gift, please contact Denise Wernly at 505-946-2720 or email her at dwernly@santafe.edu.

 

Santa Fe Institute
1399 Hyde Park Road
Santa Fe, New Mexico 87505

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