Estate gifts help build and strengthen History Colorado, protecting our state’s historical treasures for future generations. Any estate or endowment gift entitles you to become a member of Society 1879.
Outright Gift – Some prefer to make a current donation to the endowment fund. Typically, gifts of cash or appreciated assets are most appropriate.
Charitable Bequest – By naming History Colorado in your will or living trust, you create a gift today that will inspire future generations when your estate is settled.
Retirement Plan – You can name History Colorado as a beneficiary of your IRA or company retirement plan. To include History Colorado, simply request a “beneficiary change” form from your IRA custodian or HR department, complete the form, and then return it according to the instructions provided. At age 70½, if you transfer your Required Minimum Distribution (or a portion) directly to History Colorado, you don’t have to recognize the distribution as income (up to $100,000).
Life Insurance – You can name History Colorado as the beneficiary of a new or existing life insurance policy. To include History Colorado, simply request a “beneficiary change” form from your life insurance company, complete the form, and return it according to the instructions provided.
Charitable Remainder Trust – In the right situations, a charitable remainder trust may provide powerful financial, tax, and estate planning benefits. You donate assets into trust for the eventual benefit of History Colorado. In the interim, the trust pays income to you and/or your designated income beneficiaries.
Charitable Lead Trust – A charitable lead trust can provide support for History Colorado while transferring assets in the future to your heirs.
Retained Life Estate – You can donate a residence to History Colorado and still retain the right to live there for the rest of your life.
For more information, please contact Cheyenne Johnson at firstname.lastname@example.org or (303) 866-4845. All inquiries are held in confidence. There is never an obligation to complete any gift.