Leave A Legacy

Legacy gifts, or planned giving, are a meaningful way to support Eagle Valley Community Foundation. It can be as simple as adding a percentage of your estate or specific dollar amount bequest to your existing will with a codicil. You may also choose from a variety of other options including receiving guaranteed lifetime income from a current asset by creating a charitable remainder trust with Eagle Valley Community Foundation as the beneficiary. In addition, you may name Eagle Valley Community Foundation as the beneficiary of real property, marketable securities, qualified retirement plans, IRA accounts, or life insurance policies. Whatever vehicle works best for you, it will have an impact that resonates for generations to come.

Wills and Living Trusts 
You want to leave a legacy gift to support neighbors in need in our community through your will and you also want the flexibility to change your will in the event that life circumstances change. You can do both in as little as one sentence, you can complete your gift. “I give to Eagle Valley Community Foundation, a nonprofit corporation currently located at PO Box 1580 Vail, CO 81658, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

IRA Charitable Rollovers 
If you’re 70-1/2 or older, transferring funds from your IRA may provide a way to make a generous gift while reducing your overall tax burden. You may transfer up to $100,000 per year directly from a traditional or Roth IRA, avoid reporting the distribution as income, and have an immediate impact.

Endowed Gifts 
When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.
Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs and the remaining funds are reinvested to ensure indefinite support.

Other Options
In addition, you may name Eagle Valley Community Foundation as the beneficiary of real property, marketable securities, qualified retirement plans, or life insurance policies. Whatever giving vehicle works best for you, it will have an impact that resonates for generations to come.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.