Best ways to give

On this page you will find a brief overview of the “best assets” for making planned gifts. If you are interested in discussing any of these options or have questions about something not included here, please feel free to reach out to us via the contact information on this page.

Bequest in will or trust

A bequest is a gift made through your will or trust. It is one of the most popular and simplest ways to make a future gift. With the help of an attorney or advisor, you can include language in your will or trust specifying a gift to be made to UCHealth Northern Colorado Foundation as part of your legacy planning. Generally, a percentage bequest is the best way to ensure that your gift keeps pace with inflation.

Real estate

Giving a home or land supports our core mission and may provide excellent tax benefits. A generous gift of real estate helps us to continue our work for years to come. Property may be gifted by signing a deed transferring ownership to UCHealth Northern Colorado Foundation, placing in trust, or left in your will.

Retirement assets

IRAs and 401(k)s may be heavily taxed when inherited, making them an excellent charitable bequest opportunity. Ask your account custodian for a beneficiary designation form to include UCHealth Northern Colorado Foundation as a beneficiary to these assets.

Life insurance

UCHealth Northern Colorado Foundation can be named as the sole, partial, or contingent beneficiary of a life insurance policy. By including UCHealth Northern Colorado Foundation as a beneficiary of your policy, you can leave a gift that will not be delayed by estate probate.

Investment assets

Gift of stocks, bonds, and mutual funds may provide significant tax advantages and can be given during your lifetime or in your will. You may give the gift of stock with an electronic transfer of securities directly to UCHealth Northern Colorado Foundation.

Please telephone our office if you would like to transfer shares to UCHealth Northern Colorado Foundation. We want to assure we have all the details, such as the name and numbers of shares being transferred, correct.

IRA charitable rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA. Contact your IRA plan administrator to make a gift from your IRA directly to us.

Contact us for more info about Gift Planning:

Annette Geiselman, MBA, CFRE
Development Manager
UCHealth Northern Colorado Foundation
2315 E. Harmony Road, Suite 200
Fort Collins, CO 80528
970.237.7404
Annette.Geiselman@uchealth.org

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