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Presbyterian Healthcare Foundation

Legacy Giving

Meet Our Donors

Volunteers Set the Pace for Giving

VolunteersPresbyterian Healthcare Foundation is celebrating its 50th anniversary and founding as one of the first 100 hospital foundations. This special occasion is our opportunity to highlight the impact made possible by generous donors. For the past 50 years, and since Presbyterian's founding almost 110 years ago, no single group has been more generous with its gifts of time, talent, and treasure than Presbyterian Volunteer Services.
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Supporter Spotlight: Steve Nakamura

Steve NakamuraFor Steve Nakamura, life after cancer has been a life of adventure: two black belts in karate, as well as scuba diving, wakeboarding, skiing, and long, scenic motorcycle trips. His latest interest is Spartan racing—a sport combining running with extreme obstacle courses—which he does with his three young adult children.
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Supporter Spotlight: Doug and Kathryn Guinn

Doug and Kathryn GuinnFor more than two decades, Doug and Kathryn Guinn have been a BIG part of Presbyterian Healthcare Foundation. They've made annual, capital campaign, and special event contributions, and directed a percentage of their estate to support our work in the future.
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Paying It Forward

Robert Each fall, employees of Presbyterian Healthcare Services make donations to Presbyterian Healthcare Foundation and other charities through our annual PRESGiving Employee Campaign. Most gifts take the form of cash or paid time off. Some staff have chosen to leave a permanent legacy by making a gift in their wills.
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Supporter Spotlight: Dr. Jan Micali

Dr. Jan MicaliArriving in Albuquerque 46 years ago, Janice E. "Jan" Micali, PhD, has devoted her career and philanthropy to nursing and education. She has given annual contributions to Presbyterian Healthcare Foundation and has also included us in her will.
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Supporter Spotlight: Becky and Rudy Diaz

Becky and Rudy DiazThey're the cute couple in radio and TV ads for a local plumbing, heating, and cooling contractor. But Rudy and Becky Diaz are perhaps most well-known for wideranging community involvement throughout their almost 54-year marriage.
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Helen Wertheim: A Passion for Presbyterian, Community Health

Helen WertheimPresbyterian Healthcare Services and health care in general have been lifelong interests for Helen Wertheim. After selling her insurance business in 2009, Presbyterian and other community activities have become an even greater focus for her.
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Living a High-Impact Life

Gene GarciaThe late Eugene L. "Gene" Garcia lived his life without fanfare, but with great impact. Through his estate, Gene has quietly become one of Albuquerque's foremost philanthropists with a charitable trust that gifts annual interest earnings to Presbyterian Healthcare Foundation and four local organizations.
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Her Time to Give Back

Revathi A-DavidsonRevathi A-Davidson rose through the ranks at Presbyterian Healthcare Services, retiring as a senior leader in 2013 after a 34-year career. Revathi's devotion to Presbyterian has motivated her to make charitable gifts in retirement and beyond.
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Bill and Marge Bowers: A Life of Family, Friends, Travel—and Presbyterian

Bill and Marge BowersIn celebration of their 55th wedding anniversary and milestone birthdays, Bill and Marge Bowers hosted a large celebration late last year. Their favorite song, "I'll Take Romance" by June Christy, played in the background as they reminisced with family and friends.
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A Reason to Smile: Dentist Couple Makes a Win-Win Gift

Irene and Harry NavarreThe Presbyterian Healthcare Foundation is lucky to count Irene and Harry Navarre, DMD, among its most loyal supporters. Harry was a dentist who specialized in oral and maxillofacial surgery. Irene is a pioneer dental hygienist.
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A Second Chance: Donor Graduates Out of Hospice and Now Gives to Help Other Patients

Debbie RogulichDebbie Rogulich's parents, John and Dorothy Coleman, moved to Albuquerque from Oklahoma in 1955. John was an electrical engineer and worked at Sandia Labs until the 1980s. Debbie and her sister, Susan Kestell, were born at Presbyterian Hospital, as were both of Debbie's children.
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eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Presbyterian Healthcare Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state ZIP], give, devise and bequeath to Presbyterian Healthcare Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose." 

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Presbyterian Healthcare Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Presbyterian Healthcare Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Presbyterian Healthcare Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Presbyterian Healthcare Foundation where you agree to make a gift to Presbyterian Healthcare Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.