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Charitable Remainder Annuity Trust Calculator
A great way to make a gift to Colorado Rocky Mountain School, receive fixed payments, and defer or eliminate capital gains tax.
Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice.
Explore More Gift Options
Charitable Gift Annuity
Give a gift of cash or stock, recieve 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.
Commuted Payment Gift Annuity
Give cash or other assets, get fixed payments for life.
Pooled Income Fund
Offers variable income today, and an opportunity for growth.
Charitable Remainder Unitrust
Maximum flexibility over gift plan investment, benefits.
Charitable Remainder Annuity Trust
Flexibility to manage your gift; security of stable income.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Mark Bell, Director of Development
mbell@crms.org
(970) 963-7220
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
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If you would like to begin a conversation regarding ways in which you can remember CRMS in your estate, please contact Mark Bell, Director of Development, at (970) 963-7220 or mbell@crms.org.
Towne Allen ’69
Carol Baily ’69
Ralph Beck ’73
Katharine Bradley Bennett ’67
Inez Black
Emily Bray ’75
Chris ’93 & Heidi Bromley
Chelsea Brundige
Barbara R. Buchanan ’65
Bonnie Holden Carter ’58
Sara Bunn Chesney ’77
Beach Clow ’77
Sherri Draper
Katherine Dumont*
William Dumont ’57*
Lee Ann Eustis – Honorary Alumna ’68*
Patricia Fender*
Michael ’63 & Jane Flax
Dutton & Carolyn Foster
Andrew G. Gould ’60
Katherine Gould-Martin ’61
Mary Whitford Graves ’60
Anne L. Gwathmey ’78
Lee Hall ’83
Beth Finder Harris ’60
Bradford Havice ’58
Erin N. Hayne ’95
Ted Hepp* ’61
Louis Jaffe ’64
Steve & Karen Lynn Keith
Karen Kidwell ’72
Amy Kilham ’69
James Koons ’72
Starr Lanphere* ’60
Jeffrey & Amanda Leahy
Lynn Bradley Leopold ’60
Margaret A. Lewis
Marian “Lolly” Lewis ’69
Mary Crouch Lilly*
Christopher W. Link* ’74
Ralph & Lynda Lipe
Sam & Pete Louras
Jay Marling '91
Sean McEvoy ’83
Suzi McKinley ’96
Beth Caldwell McNiff* ’63
Peter McWhinney ’78
Jan & Amos Melendez
Mary Wilmer Mills ’72
Loulie Molloy
William A. Moore* ’60 and
Lorna Grindlay Moore
Wick Moses* ’66
Sandra Mowry
James Nagel ’73
Virginia C. Newton
Malott Nyhart ’68
I.V. Pabst ’69
Katherine Paddon ’80
Bill ’61 & Becky Parzybok
Anthony Perry* ’55
Ilsa Perse ’66
Cynthia Yates Price ’72
Ramelle Cochrane Pulitzer ’68
Lisa Raleigh
Frank Reynolds ’87
Cory Hardie Ritchie ’92
Barbara O’Neil Ross
Rob ’58 and Aly Sayre
Colin Bunnell Schieck ’78
Susie Schlesinger ’68
John Schubert ’74
John Schweppe*
Jonathan Siegel ’71
Pat Stein Spitzmiller ’60
John Stickney ’57
Virginia E. Touhey ’74
Lynda Walters ’80
John T. Watson*
Stan Wattles '80, The Howard Bayne Fund
Tad Whitaker ’94
Ashley Whittaker ’89
Anonymous (2)
*indicates deceased
Please complete this confidential Holden Circle membership form and return it to development@crms.org.
Cash Bequest to Colorado Rocky Mountain School
A cash bequest provides Colorado Rocky Mountain School with a specified sum of money from a donor’s estate. These bequests are fulfilled second, after specific and before residuary bequests.
“I give _____ Dollars ($_____) to Colorado Rocky Mountain School, a Colorado non-profit corporation (tax ID Number: #84-0425174), 500 Holden Way, Carbondale, Colorado 81623 to further the objectives and purposes of Colorado Rocky Mountain School.”
Residuary Bequest to Colorado Rocky Mountain School
A residuary bequest is made from the residue, or what remains in a donor’s estate after specific and cash bequests, taxes, settlement costs and debts are satisfied. This type of bequest is sensitive to changes in the size of the estate over time.
“I give the residue (or _____ percent of the residue) of my estate to Colorado Rocky Mountain School, a Colorado non-profit corporation (tax ID Number: #84-0425174), 500 Holden Way, Carbondale, Colorado 81623, to further the objectives and purposes of Colorado Rocky Mountain School.”
Specific Bequest to Colorado Rocky Mountain School
A specific bequest gives a specific item or specific piece of property to Colorado Rocky Mountain School. Such bequests are fulfilled first, before cash and residuary bequests. If the donor disposes of the specified property during his or her lifetime, there will be no bequest to Colorado Rocky Mountain School.
“I give ________________ (describe asset) to Colorado Rocky Mountain School, a Colorado non-profit corporation (tax ID Number: #84-0425174), 500 Holden Way, Carbondale, Colorado 81623 to further the objectives and purposes of Colorado Rocky Mountain School.”
- If you are considering naming CRMS as a beneficiary in your estate plan, please work with your attorney or estate planner to structure your estate and write your will so as to best carry out your wishes.
- You might find these resources helpful: Personal Estate Planning Kit - Lesson Book · Record Book
- These videos provide general information about estate planning and planned giving.