Planned Giving Opportunities
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Beneficiary Designation
of an Insurance Plan or of a Retirement Plan
You can include Food Bank of the Rockies in your estate plan by designating FBR as a beneficiary of an insurance policy, annuity, or a retirement plan. Gifts made this way come directly to FBR and avoid probate.
Bequests through a Will
If you own anything at all, you own an "estate." Included would be not just real estate but also cash, all property, investments, retirement plans, life insurance, and other forms of assets. Your estate may be larger than you think. Keep in mind that your property is not valued in terms of what it cost you originally. In fact, in many cases, its value may have substantially increased.
Considering that today's modest estates are larger than the average estates of past generations, more people are finding it desirable and possible to make charitable bequests after taking care of the needs of loved ones. If you have already included Food Bank of the Rockies in your will, please let us know. This information can help us better prepare for long-range planning. And we can work with you to ensure that the gift will be used according to your intent.
Bequests are fully deductible from estate taxes for the amount of a cash bequest or the fair market value of other asset given. Bequests can be used to fund Charitable Trusts. We hope you will take time to organize your own estate plans so you can be assured your wishes will be carried out. For assistance in making a gift or bequest to FBR,
feel free to call Kim Ruotsala at 303-371-9250 ext. 219. There is never an obligation to give when you request information about gift opportunities.
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