Ways to Give – A Variety of Options to Build the Endowment
A Variety of Options Exist
Estate gifts can help build and strengthen a permanent endowment for History Colorado, protecting our state’s historical treasures for future generations. Endowment assets are invested in perpetuity, with earnings made available to support our efforts.
Any estate or endowment gift entitles you to become a member of the Society 1879.
Outright Gift – Some people 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 we will receive 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. Beneficiary change forms are often available online.
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. Again, most companies make beneficiary change forms available online.
Charitable Remainder Trust – In the right situations, a charitable remainder trust can 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 with little or no gift or estate tax.
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 Rebecca Olchawa Barker at 303-866-4845 or email. All inquiries are held in confidence. There is never an obligation to complete any gift.