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Planned Giving: People Helping People

For Advisors

Plan your will for FREE and invest your legacy

Here’s your chance to plan your will and invest your legacy in the cause you support the most. We make estate planning accessible, simple, personal, secure and FREE!

Bequests:

A Gift That Costs Nothing During Your Lifetime

Philanthropy Is a Calling

What Is Planned Giving?

Planned giving allows anyone to make a substantial contribution to Copper Mountain College Foundation — regardless of income or financial status. It is a way to level the playing field, giving everyone a chance to become a philanthropist and make a difference. It also provides significant financial benefits to you as well.

Here’s how:

Some planned gifts provide lifelong income to the donor (yes, you read that correctly). Other gift plans significantly reduce taxes that would otherwise take a big chunk out of your loved ones’ inheritance — providing for both charity and heirs in ways that maximize the gift while minimizing its impact on your estate.

In short, a planned gift is any major gift that is part of a donor’s overall financial planning.

Make Dreams Come True

Did You Know

A planned gift allows you to shape your own legacy — all while helping us to achieve and expand our mission.
It allows you to make a far bigger impact than annual gifts of cash.
A planned gift allows us to continue our mission far into the future, even while it helps make a difference today.

Sound too good to be true? It’s not. The information on these pages will show you that the advantages of a planned gift are real and significant to the future of Copper Mountain College Foundation.

Planned giving opens up a whole world of possibilities for you to make a big difference to our mission while also securing your legacy — all for generations to come.

Tip of the week

You can make a gift that costs you nothing during your lifetime.

When you make a gift through your will or trust (called a “bequest”), you help guarantee our future financial strength without affecting your current asset balance or cash flow. It’s the easiest major gift and has a far-reaching impact.