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 curious about making a complex charitable gift that will benefit local organizations, but you’re wondering how that decision would impact your family’s current and future financial situation? Planned gifts involve complex calculations, and the Community Foundation team can help discuss options and provide projections to discuss the impact you can make depending on your unique circumstance.
Contact the Community Foundation at (970) 224-3462 or info@nocofoundation.org to discuss any complex gift questions. We encourage you to include your financial advisor in these conversations.
Legacy Fund
The Community Foundation is here to help with your charitable giving, both during and after your lifetime. You may work with the Community Foundation to set up a fund in your name that will be funded after your lifetime through a bequest. These funds are highly flexible and can be customized to your wishes. If you are a current fund holder, we encourage you to talk with our team about the succession plan for your fund. Contact the Community Foundation at (970) 224-3462 or info@nocofoundation.org for more information and to explore options for giving after your lifetime.
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.