LEGACY GIFTS
Discover the Benefits of Giving Wisely
THE HOLDEN CIRCLE
The Holden Circle honors legacy donors whose planned gifts support the school’s extraordinary students, faculty, programs, and historic ranch campus.
Plan-a-Gift (TM)
Interactive Plan-a-Gift (TM) will recommend the best gift plan to meet your needs based on your age, goals, and assets, all while helping Colorado Rocky Mountain School.
Explore More Gift Options
Will or Trust
You can plan a gift that will not affect your cash flow.
Appreciated Securities
Take advantage of appreciated securities and avoid tax.
Life Insurance
Make a significant gift, no matter the size of your estate.
Retirement Plan
Donate double-taxed assets and leave more to family.
Real Estate
Donate a valuable asset and receive powerful tax benefits.
Personal Property
Donate personal property and receive significant tax benefits.
Donor-Advised Fund
Make a gift from your Donor-Advised Fund, or name us as beneficiary.
Mineral Rights
Gift mineral rights and receive a tax deduction.
Charitable Gift Annuity
Give a gift of cash or stock and receive income in return.
Deferred Gift Annuity
Younger donors can make a gift and lower taxable income.
Flexible Gift Annuity
More flexibility than a deferred payment gift annuity.
Tip of the Week
Be the wealthy benefactor you wish you had.
You don’t have to be wealthy to make a generous, long-lasting gift.
- Make a gift right now that costs you nothing during your lifetime.
- Save on taxes by giving appreciated stocks, bonds, or mutual fund shares.
- Donate life insurance you no longer need.
- Use a gift to reduce your estate tax exposure and eliminate capital gains.
- Receive lifetime income back from us in return for your gift, and pass more of your assets to your heirs.
Planned gifts make it possible to support the mission of Colorado Rocky Mountain School in a far more significant way than you ever thought possible.
Read more, email us, or contact us at (970) 963-7220.
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