Ways to Give – A Variety of Options Exist

There are many ways to support the Boulder Library Foundation with an estate gift, options that help you balance planning for family and loved ones with a chance to give back.  The following provides a brief introduction:

Charitable Bequest – By including us in your Will or Living Trust, you create a gift today that we will receive only when your estate is settled.

IRA or Retirement Plan – You can name the Boulder Library Foundation as a beneficiary of your IRA or workplace retirement plan.  To create a gift, simply request a “beneficiary change” form from your IRA custodian or human resources department, complete the form, and return it according to the instructions.  Beneficiary change forms are often available online.

Life Insurance – You can name us as the beneficiary of a new or existing life insurance policy.  To create your gift, simply request a “beneficiary change” form from your life insurance company, complete the form, and return it according to the instructions provided.  Again, many companies make beneficiary change forms available online.

Charitable Gift Annuity – A gift annuity is a simple contract in which the Boulder Library Foundation agrees to pay you (and/or another person) an income for life, in exchange for a gift you make today.

Charitable Remainder Trust – In the right situations, a charitable remainder trust can provide powerful financial, tax, and estate planning benefits.  You donate assets into trust for the eventual benefit of the Boulder Library Foundation.  In the interim, the trust pays an income to you and/or your designated income beneficiaries.

Charitable Lead Trust – A charitable lead trust can provide support for the Boulder Library Foundation, while transferring assets in the future to your heirs with little or no gift or estate tax.

Retained Life Estate – You can donate the future ownership of a residence to the Boulder Library Foundation, while still retaining the right to live there for the rest of your life.

Each of these estate gifts could make a significant impact on our Boulder community.  If you create one, we would love to honor your support through our Doris Hass Legacy Circle.

For more information about any of these options, please contact Chris Barge, Executive Director, at chris@boulderlibraryfoundation.org or (720) 551-8385.  All inquiries are received in confidence.  There is never an obligation to complete any gift.