Skip to main content

LEAVING A LASTING LEGACY IN SW COLORADO

For more than 20 years, the Community Foundation has been helping individuals, families, and businesses across Southwest Colorado support the causes they care about most.

Gifts made during your lifetime are just the beginning.

  • How do you want to make a difference?
  • What are you most passionate about in our community?
  • What does lasting impact look like for you?

We can help you find clarity around these questions. By making your planned charitable gift with the Community Foundation serving Southwest Colorado, your legacy gift will live on to maximize the full potential of our region’s nonprofits long after your lifetime.

There are many ways to make a planned gift through your will, retirement plan assets, life insurance policies, trusts, or personal and business properties.

Please tell us using this confidential form if you have already named the Community Foundation in your estate plan or if you’d like to meet with our staff to customize legacy gift options for you.

ACHIEVE YOUR LEGACY GOALS IN FOUR SIMPLE STEPS

Contact the Foundation

Help us help you by informing us of your philanthropic intent and communicating your wishes so we can assist you in finding the best vehicle for your gift.
We are happy to share our expertise of the local nonprofit landscape to ensure your legacy will support the causes you care about most.

Notify your Professional Advisor

Your professional advisor (financial planner, accountant, and/or attorney) can create or update all documents associated with your gift.

If you do not have an advisor, the Community Foundation can provide referrals to advisors with philanthropic planning experience from our Planned Giving Council.

Engage with our Legacy Giving Circle

Continue your relationship with the Community Foundation by engaging with our Legacy Giving Circle. Quarterly, we will share our expertise of the nonprofit sector, facilitate conversations on community issues, and invest time with you to amplify our shared goal of making a difference in Southwest Colorado.

Giving Options

Bequest Language

Advisor Resources