Planned Giving
Someone is sitting in the shade today because someone planted a tree a long time ago.
- Warren Buffett
If you had a way to leave a lasting impact that would help ensure the ongoing vital work of the ALS United Rocky Mountain, would you consider it?
You can have a lasting legacy that makes an impact for years to come.
If our vision of ending ALS is a cause you are passionate about, please consider joining hundreds of supporters making legacy gifts to ensure our organization can fight this terrible disease for as long as we must.
There are 3 common ways to leave a lasting gift:
Wills, Trusts, and Retirement Accounts
Through various types of estate planning, there are customizable options to provide lasting support for loved ones and the ALS community.
Beneficiary Designation is an affordable way to support the fight against ALS. You can designate United Rocky Mountain as a beneficiary through various options, such as a retirement account, investment or bank account, or life insurance policy.
IRA Rollovers are an easy and convenient way to make contributions if you are 70½ years or older. This provides a range of tax benefits to the donor including the avoidance of paying taxes on direct transfers, helping to reduce taxable income, and assisting in reaching your required minimum distribution.
A Bequest is a gift made through your will or trust that can provide long term support to the ALS community. By including ALS United Rocky Mountain in a will or trust, it provides a lasting legacy for the future. The contribution can be a dollar amount or percentage. And it also may lessen the burden of taxes on surviving family members as well as provide estate tax savings.
Sample language you can copy and use with your financial planner:
Residual Gift Language: “I give and devise to ALS United Rocky Mountain ALS (Tax ID #84-1337868), located in Westminster, CO, all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund, program or state).
Specific Gift Language: I give and devise to ALS United Rocky Mountain, (Tax ID #84-1337868), located in Westminster, CO, the sum of $___ to be used for its general support (or for the support of a specific fund, program or state).
Contingent Gift Language: If (insert name) is not living at the time of my demise, I give and devise to ALS United Rocky Mountain, (Tax ID #84-1337868), located in Westminster, CO, the sum of $___ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund, program or state).
Other types of planned gifts include:
- Charitable and Deferred Gift Annuities
- Charitable Remainder Unitrust and Annuity Trust
- Gifts from Retirement Plan
Let us help you find the gift that is right for you. For questions or more information about legacy giving and planned gifts, please contact David Craig, ALS United Rocky Mountain Director of Development at 303-832-2322 or info@alsrockymountain.org.