Remembering the community in your will is easy. You may leave a percentage share of your estate, specify a dollar amount, or make Community First Foundation a contingent beneficiary.
Your “estate” is the sum of your assets, including property you own, insurance policies, retirement accounts, cash on hand, etc. Wealthy people may have very large estates, but even people who don’t feel they are wealthy often have the resources to make a charitable bequest. There are several types of bequests that allow you to include Community First Foundation in your estate planning.
Bequests can be used to make a special gift that will enhance Community First Foundation’s ability to achieve its mission in the future. Donors can also use their wills to establish charitable remainder trusts, which will provide income to their heirs and the Foundation with a long-term benefit.
Benefits of bequests: Retain full use of assets during lifetime; flexibility to change bequest; estate tax savings.
For additional guidance, please call 720.898.5900.
To read more, select any of the following from Financial Planning Booklets:
Planning Your Will: How to Make it More Personal and Effective
Six Steps to an Effective Will
Charitable Bequests: How to Get the Most Out of Yours
Opportunities for Making Charitable Bequests: What Assets Are Best to Give
All Charitable Giving Booklets
