What is gift planning?

A common myth about gift planning is that it is only for the wealthy. The reality: Gift planning is for everyone! No matter your age or income, you need a plan. When you take time to plan, you create a secure future for yourself and your loved ones. Gift planning is an option for anyone who wants to build a legacy, regardless of their age or income.

Strange as it may sound, a planned gift can be simple to do and cost very little, and you can get started today:

With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws and that you receive maximum tax benefits. We always welcome the opportunity to join you in these conversations to make sure that your legacy wish is accurately reflected in the legal documents.

Every gift—no matter the size—is helpful. Your planned gift to UCHealth Northern Colorado Foundation will create a lasting impact—ensuring that financial resources are available to provide health care that will meet the needs of future generations in our community. By informing us of your intentions to make a planned gift, you become a member of our Circle of Caring. If you’ve already done this, please contact us so we can thank and recognize you!

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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