We invite you to use the Helene Wurlitzer Foundation as a conduit to support the arts, and positively affect the lives of musical, literary and visual artists. Your donation allows us to provide improved spaces and resources for artists to create.
The HWF is a 501(c)(3) non-profit, educational and charitable organization dedicated to supporting artists and the creative process. Donations are tax-deductible.
We sincerely thank the incredible donors who have helped us continue Helene Wurlitzer's vision and the Foundation's 71-year legacy.
The HWF earned the 2024 Platinum Seal of Transparency from GuideStar/Candid! Read more
A gift of cash is a simple and easy way for you to support HWF and artists worldwide. You will receive a charitable tax deduction that will provide you with savings on this year's tax return.
How will your gift be used?
HWF Artist Residency Program
HWF Academic Scholarship Program
For more ways we can share your gift, see 'Earmark your gift' below.
Earmark your gift
You may wish to earmark your donation for a specific HWF program. We're happy to apply your donation to any of the following categories.
Gifts that aren't earmarked will support our general operating expenses.
Leave a legacy and provide support for future artists. By including the HWF in your estate planning, you can provide hope for the future with the gift of a planned donation.
How do I make a bequest?
A bequest is an easy gift to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made The HWF as part of your estate plan.
What are the benefits of making a bequest?
What are my options?
Like most people, it's likely that you will not use all of your retirement assets during your lifetime. A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our mission.
Benefits of gifts of retirement assets
How to make a gift of retirement assets
To leave your retirement assets to The HWF, all we need is a beneficiary designation form provided by your retirement plan custodian. If you designate The HWF as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
More on gifts of retirement assets
60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death. Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to The HWF. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.
A gift of your life insurance policy is an excellent way to make a gift to The HWF. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to The HWF.
Benefits of gifts of life insurance
How to make a gift of life insurance
To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include The Helene Wurlitzer Foundation of New Mexico as the beneficiary of your policy.
When you're ready to include HWF in your estate, investment, or gift planning you'll need some information for your paperwork. We're happy to assist you throughout the process, and in the meantime here's some helpful information.
HWF's Federal Tax ID/EIN
HWF's Incorporation Date
Our Commitment to Transparency
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to The HWF. Just as with cash gifts, you will receive a federal income tax donation for the full market value of any securities you donate, as long as you have owned them for at least one year. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
Benefits of gifts of stocks and bonds
How to make a gift of stocks and bonds
By electronic transfer - Please use these instructions on how you can transfer stock or bonds from your brokerage or investment account to The HWF.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
When you're ready to include HWF in your estate, investment, or gift planning you'll need some information for your paperwork. We're happy to assist you throughout the process, and in the meantime here's some helpful information.
Securities Transfer Instructions
HWF's Federal Tax ID/EIN
HWF's Incorporation Date
Our Commitment to Transparency
Beyond giving cash, there are plenty of other ways you can support The Helene Wurlitzer Foundation. You can donate property and other valuables, including your time as a volunteer.
Donating appreciated real estate, such as a home, vacation property, undeveloped land, or commercial property can make a great gift to The HWF.
Benefits of gifts of real estate
How to make a gift of real estate
Your real property may be given to The HWF by executing or signing a deed transferring ownership. Your gift will generally be based on the property's fair market value, which must be established by an independent appraisal. If you're interested in donating land or real estate we'll help with all of the logistics.
The HWF provides bicycles for artists in residence. We have an ongoing need for bikes, helmets, bike locks, and bicycle maintenance.
Gain valuable experience and extra-curricular credit by volunteering your time to help in the office at the HWF.
We appreciate gifts of furniture, appliances and valuables that are in good condition. Gifts of this sort can be used in our artist residency casitas.
Art, jewelry, collections, and other items we may sell also make great gifts. If the estimated value of your gift requires an appraisal or Deed of Gift, we'll help you out with the details.
