Planned Giving

WHAT ARE PLANNED GIFTS?

A Planned Gift is a donation to a charitable organization that requires thought and consideration. It is not a gift that one can generally make by reaching for their daily checkbook. A Planned Gift typically involves a discussion with a financial advisor, CPA, attorney, etc.

PLANNED GIVING OPTIONS

Gifts that Create a Legacy

Bequests– Leave a specific amount or percentage of your estate to RMC in your Will:

  • You want to support Rocky Mountain Church after your lifetime.
  • You want to make a gift while ensuring your family is taken care of first.
  • You would like an easy to establish gift that can be amended at any time.

You can receive estate tax relief.

Beneficiary– Designate RMC as your beneficiary on a number of insurance or retirement policies:

  • You want to support Rocky Mountain Church after your lifetime.
  • You can use IRA and Retirement, Life Insurance Policies, or Insurance Annuity Beneficiaries.
  • You want an easy process which can be amended.
  • You can receive significant tax relief.

Gifts that Pay You Income

Charitable Remainder Trusts– Make a gift to RMC that provides you income in return:

  • You want to support Rocky Mountain Church over the long run.
  • You would like more future income and a fixed rate which you can count on.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.

Gifts You Make Today

Property:

  • You can give your home, but live in it for the rest of your life!
  • You can give real estate, vehicles, art, or other gifts.
  • You can give stocks and other investments.

Resources:

Questions?

For questions or more information, please contact:

Rocky Mountain Church
Administrator
offices@rockymountainchurch.com
970.586.0873
– or your Financial Advisor

BEQUEST INTENTION
CODICIL TO THE WILL
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Address

451 Promontory Drive

Estes Park, CO 80517

Service Times

Sunday 8:00am & 10:30am

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Contact

970.586.0873

offices@rockymountainchurch.com