Planned Gifts

Because every resident of Northern Colorado benefits from the legacy and strategic planning of previous generations, the Community Foundation would be honored to help you put a plan in place to leave a legacy that will shape the future of Northern Colorado.

Are you thinking about supporting an endowment fund that will benefit local agencies forever, but you're curious how that decision would impact your family’s current and future financial situation? Planned gifts can sometimes involve complex calculations, but this gift calculator provides easy-to-understand information for nine different gift types, including gift annuities, charitable remainder trusts, and bargain sales.

After reviewing different gift scenarios, you can connect with Ray Caraway, Community Foundation President, to ask questions, seek feedback, and put your plan in place.

  

 

 

 

Charitable Remainder Trust

Giving through a CRT allows you to receive income for the rest of your life, knowing that whatever remains will benefit your community. You transfer cash, appreciated stocks, real estate, or other assets into a trust, and the trust sells the appreciated assets. You receive an immediate charitable tax deduction for the charitable portion of the trust, and the trust pays you, or a beneficiary you designate, regular income payments. Upon termination of the trust, the Community Foundation fund you named as a beneficiary—either an existing fund or a new fund to be created in your name—will begin to support the organization(s) of your choice.

Charitable Gift Annuity 

A charitable gift annuity allows you to receive a guaranteed income for life while leaving a legacy to the charitable cause of your choice. When you make a gift to a fund at the Community Foundation in cash or appreciated stocks, we set up a contract with you that begins immediate annuity payments. You receive an immediate tax deduction for the charitable portion of your gift, and you receive a stream of income that is fixed, regardless of market conditions. Upon your death, the Community Foundation fund you named as a beneficiary—either an existing fund or a new fund to be created in your name—will begin to support the organization(s) of your choice.