You have spent a lifetime supporting the people, causes, and organizations that matter to you. A charitable bequest offers a simple and flexible way to continue that generosity well into the future.
A bequest is a gift made through your will or trust. It allows you to make a meaningful charitable commitment without affecting the assets you need today. You can designate a specific dollar amount, a percentage of your estate, particular assets, or a portion of what remains after providing for your loved ones.
Why Consider a Charitable Bequest?
It costs you nothing today.
Because your gift is made through your estate, you retain control of your assets throughout your lifetime.
It offers flexibility.
Your circumstances and priorities may change. A charitable bequest can generally be changed or updated as your plans evolve.
It allows you to provide for loved ones first.
Your estate plan can provide for family and others who are important to you while also including the charitable organizations and causes you value.
It may provide estate tax benefits.
Charitable bequests may reduce the value of an estate subject to federal estate tax. We encourage you to consult with your attorney or tax advisor about how charitable giving may fit into your individual estate plan.
It creates a lasting legacy.
A bequest gives you the opportunity to extend your values and generosity beyond your lifetime and make a difference for future generations.
Your Legacy Through Aspen Community Foundation
Including Aspen Community Foundation in your estate plans can also provide flexibility in how your charitable wishes are carried forward.
Through a Legacy Fund at ACF, you can create a plan today for charitable giving that will take place after your lifetime. Your fund can reflect the causes and organizations that are most meaningful to you, while ACF provides the stewardship and local knowledge to help carry out your charitable intentions into the future.
It is a meaningful way to care for the community you love and help create a region where future generations have equitable opportunities to thrive.
Estate planning is deeply personal, and you do not have to navigate the charitable portion alone. Whether you are beginning to think about your legacy, updating an existing plan, or simply have questions about your options, we are here to be a resource.
Please contact Stephanie Gianneschi, Director of Philanthropic Services, to learn more about charitable bequests and establishing a Legacy Fund at Aspen Community Foundation.
Thank you for considering ACF as part of your legacy. We would be honored to help you create a plan that reflects what matters most to you.
