Gift Planning

HOW WILL YOU BE REMEMBERED?
WHAT WILL YOUR LEGACY BE?

Your legacy is what you do for other people, the impact your actions have on lives long after you are gone and how you are remembered. With planned giving you make a contribution to future generations, while you and your loved ones enjoy the financial benefits. Planned gifts may include retirement assets, stock, life insurance proceeds or real estate. By including a charitable provision in your will or trust, or by designating a future gift of life insurance or retirement plan assets, you become a partner on our mission to better our community. We are grateful to those who have made provisions in their plans and want to acknowledge their thoughtful generosity and intentionality.

Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Pikes Peak United Way as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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