Gifts made from your estate by will, trust or beneficiary designation

Bequest

Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.

Using a Beneficiary Designation to Make a Gift

Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged her to update her estate plan.

Gift of a Bank Account When No Longer Needed (POD)

Keith has been a faithful supporter of Aspen Community Foundation and makes regular gifts to support our work. Recently, Keith talked to our staff and expressed his interest in naming Aspen Community Foundation as a beneficiary of his estate, but he wanted to keep the process as simple and inexpensive as possible.

Transferable on Death (TOD) Gifts

Harold and Jeanne married after meeting at an event Aspen Community Foundation held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.

A Bequest to Further Good Work

Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite nonprofit organization. They wanted to create a legacy to provide future resources to continue its mission.

Bequest of Insurance

Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future. As the children grew up, married, found good jobs and accumulated significant assets, the insurance was no longer needed for its original purpose.

A Bequest to Save Taxes

Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.

Using a Blended Gift to Reach Your Charitable Giving Goals

Jay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.

Tax-Free Sale

Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.

Gifts that provide you and your loved ones with income and tax benefits

Reduce Your Taxes with an IRA Charitable Rollover Gift

Margaret was a retired librarian. She volunteered at her favorite nonprofit several times a week and also made several donations each year. Margaret saw that her taxes were increasing and wondered how she could continue to do extra things like make charitable gifts with lower income.

Endowment Gift

Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite nonprofit for many years. They wanted to make certain the organization's programs continued even after they were gone.

An Easy Way to Help Our Work with Your IRA

Daniel was a retired businessman who volunteered for our organization. When we decided to add a new program, he was excited to help in a significant way.

Part Gift and Part Sale

Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake. However, as time went on, Kevin's job kept him in town and the children grew up before Susan and Kevin had the financial resources to build on the land.

Current Gifts

As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. Last year, Jim and Sharon made an addition to their list and began including their favorite charity.

What Will You Do With Your Unspent Retirement Savings?

Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks and IRAs. They met with their financial advisor to discuss a plan to provide for their family and for some of their favorite nonprofit organizations.

Gifts that support our cause and save you taxes

IRA Rollover: A Gift with Substantial Benefits

Mark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite nonprofit organization several times in recent years.

Avoiding Tax on a Business Sale

Albert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.

Maximizing Mineral Income

Walter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch. Because the ranch has very valuable subsurface mineral rights, Walter and May have been approached several times about entering into a mineral lease that would allow for the production of oil and gas.