Whether you are participating in a company pension plan or other private plan such as an Individual Retirement Account, you may find that you have accumulated funds beyond your own likely needs. Such excess funds may be given during life (subject to minimum age requirements for penalty-free withdrawals) or at death. Either way, a gift from such retirement plans can help perpetuate work you consider vital for the well-being of future generations, such as Rocky Mountain PBS programming and other services. It can be satisfying to know that the funds you carefully save over a lifetime may ultimately be put to good use now, or as a part of prudent estate planning. Keep in mind that any funds remaining in retirement accounts at death may be subject to very high taxes if left to heirs who don't qualify as charities.

One simple way to make a significant gift in the future is to name a charitable beneficiary like Rocky Mountain PBS to receive all, or a portion of, the proceeds of a life insurance policy which is no longer needed for its original purpose. Another way to make a gift of insurance is to purchase a new policy, naming a favorite organization as beneficiary or co-beneficiary. You can thus ensure a gift "on the installment plan" which may be much larger than its cost.

Stephanie's career in the "dot.com" industry was very profitable while it lasted. She took advantage of all the stock options available to her, and delighted in her growing holdings. When business conditions dictated her very early retirement, she found she had a healthy nest egg and decided to spend some time on her other interests, including financial planning and gardening. Although she is still young, Stephanie has decided she may never need her I.R.A., and has designated its proceeds to go to Rocky Mountain PBS. That way, she's supporting an institution she believes in, and also sheltering her I.R.A. earnings from estate taxes.

To discuss planned giving options, please contact the Rocky Mountain PBS Planned Giving Office:

Patrick C. Schaefer, Major Gifts & Planned Giving Manager
303-620-5706
E-mail

Jaleh Bratton, Major Gifts Officer
303-620-5626
E-mail

Amy Corpuz, Philanthropy Assistant
303-620-5690

 

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