Planned gifts are beneficial to the college and donor alike.  Tax benefits of planned giving go beyond the simple tax deduction derived from other gifts.  Planned giving vehicles can include tax deductions, some can avoid capital gains, and some can provide increased income to the donor.  All planned gifts provide suupport for Fort Lewis College - some in the present and some in the future!

Types of Planned Gifts

• Bequests:  You may name the Fort Lewis College Foundation in your will as beneficiary of a specific amount, a percentage, or the residue of your estate.
• Charitable Gift Annuity:  You may find an annuity plan that guarantees you an income for life and then guarantees that your legacy will live on through the Fort Lewis College Foundation.
• Charitable Remainder Trust:  You may fund a charitable remainder trust that will provide an income for the beneficiary for life (or for a term of not more than twenty years) and then provides the gift to the Fort Lewis College Foundation at the time of death.
• IRA:  You may name the Fort Lewis College Foundation as the beneficiary of your IRA.
• Life Estate:  You may deed your personal residence, farm, or ranch to the Fort Lewis College Foundation, giving the donor the right to live on the property for life.
• Life Insurance:   You may make the Fort Lewis College Foundation the owner and beneficiary or the beneficiary of an insurance policy.

The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.

LEGACY SOCIETY:  The Legacy Society is the giving club recognnizing donors who have arranged for a planned gift benefiting the college.  Benefits include special events and seminars.  With permission, membership recognizes donors while they are still alive.  Plans are kept confidential, but recognizing planned gifts in an important part of the Fort Lewis future.

 

 

For more information contact:

Judith Heasley, Vice President Institutional Advancement
970-247-7398
E-mail: heasley_j@fortlewis.edu

Margie D. Gray, Director Foundation/Development
970-247-7177
E-mail: gray_m@fortlewis.edu

Fort Lewis College Foundation
1000 Rim Drive
Durango, CO 81301-3999
Fax: 970-247-7179