Living, working and volunteering in rural Cuba, New Mexico has been fulfilling for Sally Davis and Dick Kozoll since they met there in 1975. When the married couple sought a strategy for their financial and philanthropic goals, they turned to Albuquerque Community Foundation.
“After reviewing the latest tax changes, we realized that the best vehicles for our philanthropy were donor advised and donor restricted funds offered by the Foundation, with flexibility to structure them to meet our needs,” Dick says.
Sally is Professor and Director of the Prevention Research Center at the University of New Mexico Health Sciences Center, where she studies community strategies to prevent chronic disease and improve quality of life. Dick, a family and preventive medicine physician, blends a part-time practice with Presbyterian Medical Services in Cuba with volunteer activities at local, regional and national levels. At an age when most people have settled comfortably into retirement, Sally and Dick actively serve Cuba and other communities through their professions and volunteerism.
This year, one of their funds provided matching support for a surfaced all-weather trail at the Village of Cuba’s park to encourage physical activity. Another supports a number of established charities while allowing for special one-time contributions. A third will benefit rural students pursuing health careers.
“We want our philanthropy to be as seamless as possible,” Dick adds. “Not only does working with the Foundation make good financial sense and simplify our philanthropy, but it allows us to enjoy immediate tangible results of our giving.”