Colorado School of Mines

Planned Gifts

Sample Language for Bequests to Mines

SurveyersThe following language may be useful to you and your attorney as you review ways in which you can best include Mines in your will or revocable trust.

You should always seek the advice of a qualified professional when planning the disposition of your estate.

For a specific amount. "I bequeath to the Colorado School of Mines Foundation, Incorporated, of Golden, Colorado, the sum of _______ dollars ($_____) for its general purposes."

For a specific piece of property. "I bequeath to the Colorado School of Mines Foundation, Incorporated, of Golden, Colorado, my _________ (art collection, etc.)." (Note: Bequests of real property require special handling. Please contact the Office of Institutional Advancement for assistance.)

For a percentage of your estate. "I bequeath to the Colorado School of Mines Foundation, Incorporated, of Golden, Colorado, ___% of my adjusted gross estate as finally determined for federal estate tax purposes."

For your residuary estate. "I devise and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, to the Colorado School of Mines Foundation, Incorporated, of Golden, Colorado."

For a specific purpose. "I bequeath to the Colorado School of Mines Foundation, Incorporated, of Golden, Colorado, the sum of _______ dollars ($________) to be used for _________________." (Please contact the Office of Institutional Advancement to discuss the program or other designation that best matches your area of interest. We will supply precise language to convey your intention.)

To establish an endowment. "I bequeath to the Colorado School of Mines Foundation, Incorporated, of Golden, Colorado, the sum of _______ dollars ($________) to be used to establish the _____________ Endowment Fund, the earnings from which shall be used for _____________." (A minimum gift of $25,000 is required to establish a named endowment fund. Lesser amounts may be added to existing endowment funds.)


 
More on Planned Giving

Ideas and Examples

Do Charitable Life-Income Plans Make Financial Sense - A Cash Flow Analysis
Low Interest Rates Provide Gift Planning Opportunities
Portrait of a Plan
- Relieve Stock Market Stress Through Charitable Giving &
   Give Your Way to Higher Income
Choosing a Gift Opportunity to Fit Your Needs
Charitable Bequest May Eliminate IRA Tax Trap
Tax Free Re-Investment Using a Charitable Remainder Trust
Selling Stock vs. Giving for Income - You May Be Surprised
Flexible Gift Annuity - Lower Taxes Now, Income When You Want It
Flexible Gift Annuity Facilitates Retirement Planning
Make a Gift of Real Estate and Retain Use of The Property
Planned Giving Calculator
Sample Language for Bequests to Mines
Recognition of Your Giving

Mines Heritage Society

Alumni and Friends Leave Legacies at Mines
Brochures

Submit a Request for Planned Giving Brochures
Useful Planned Giving Sites

What is Planned Giving?
(Courtesy of the PG Calc Web Site.)
Internal Revenue Service Web Site
Internal Revenue Service - Forms and Publications
Nolo's Legal Encyclopedia: Estate Planning
Crash Course in Wills and Trusts
Dennis Kennedy's Estate Planning Links Web Site
Back to the main Planned Giving Page


Please Contact Us for More Information on Planned Gift Opportunities


Colorado School of Mines Foundation, Inc.
1600 Arapahoe Street
Golden, Colorado 80401-1851

Rod McNeill
Acting Director of Planned Giving
Phone: (303) 273-3161
e-mail: rmcneill@mines.edu
 

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