Adding a provision to your will or trust is a simple way to make a legacy gift. After taking care of loved ones, you can designate a percentage of your estate or a specific sum. A bequest may reduce estate tax. It also gives you flexibility. No other planned gift is as simple to make or as easy to modify as your life circumstances change. If you wish to add a gift to Colorado Outward Bound School in your existing will or trust, contact the attorney who drafted your estate plans and request a simple amendment or addendum.

Not everyone wants to commit to making a gift in their will or estate plan. Some people prefer the increased flexibility of a beneficiary designation through retirement plans, life insurance, or donor-advised funds. It is very simple to name Colorado Outward Bound School as a beneficiary.

Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider’s website. Make your desired changes and return the form to establish your gift.

If you have built a sizable estate, making a legacy gift through a Charitable Trust may allow you to give more than you thought possible. A Charitable Trust can help you make the most of your existing assets and resources, while also providing tangible financial benefits for you and your family – today and in the future.