Sample Gift Planning Language
Please consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, you receive maximum tax benefits, and your wishes are accurately reflected in necessary legal documents.
Estate percentage will or trust bequest language:
I give, devise, and bequeath to UCHealth Northern Colorado Foundation, a nonprofit corporation located at 2315 E. Harmony Road, Suite 200, Fort Collins, Colorado, _____ percent of my estate as an unrestricted gift. Tax ID: 74-1894581.
Cash bequest will or trust language:
I give, devise, and bequeath to UCHealth Northern Colorado Foundation, a nonprofit corporation located at 2315 E. Harmony Road, Suite 200, Fort Collins, Colorado, the sum of $___________ as an unrestricted gift. Tax ID: 74-1894581.
Remaining interest will or trust bequest language:
I give, devise, and bequeath to UCHealth Northern Colorado Foundation, a nonprofit corporation located at 2315 E. Harmony Road, Suite 200, Fort Collins, Colorado, the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, as an unrestricted gift. Tax ID: 74-1894581.
Investment asset will or trust bequest language:
I give, devise, and bequeath to UCHealth Northern Colorado Foundation, a nonprofit corporation located at 2315 E. Harmony Road, Suite 200, Fort Collins, Colorado, _____ shares of common stock of ____________ owned by me at my death as these shares shall exist at the date of my death, as an unrestricted gift. Tax ID: 74-1894581.
Property or real estate will or trust bequest language:
I give, devise, and bequeath to UCHealth Northern Colorado Foundation, a nonprofit corporation located at 2315 E. Harmony Road, Suite 200, Fort Collins, Colorado, all of the right, title and interest in and to the real estate located at [INSERT ADDRESS OR DESCRIPTION OF PROPERTY], for its general use and purposes. Tax ID: 74-1894581.
IRA rollover language:
Please make a direct charitable distribution of $ [insert dollar amount] from my IRA account number [insert account number] made payable to UCHealth Northern Colorado Foundation, a qualified 501(c)3 non-profit organization, located at 2315 E. Harmony Road, Suite 200, Fort Collins, CO 80528 (Tax ID: 74-1894581). Please list my name and address as the donor for the transfer.
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