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Planning a Gift

Planned gifts of assets other than cash or from income, and legacy giving can allow donors to contribute while protecting their family’s well-being and life style. Each donor’s situation is different; a tax advisor should be consulted to determine which alternative is best for them.

Contact Liz Meyer, Director of Development, at 970-248-1410 or email at lmeyer@coloradomesa.edu.

Corporate Matching Gifts

Employees can double or triple their gift through employer's matching gift programs.

Gifts of Appreciated Securities

Gifts of appreciated securities may provide donors substantive tax benefits while supporting Colorado Mesa University. Donors should consult with their tax advisor to determine their best alternative.

Real and Personal Property

Gifts of land or other real estate can be given to the University or used as an asset within a charitable trust. Personal property, such as artwork, rare books, equipment, can also be contributed.

Bequests

A donor may be able to make a larger gift than otherwise currently possible, and may save on estate taxes. Arrangement can be made revocable, allowing changes as needed. You can make a bequest to CMU by preparing a new will or revising your existing one.

Life Insurance

Transferring ownership of a life insurance policy or purchasing a new policy can support Colorado Mesa University. You may also name CMU as the beneficiary (not owner) of a new or existing policy. Donors should consult a tax advisor to determine their best alternative.

Charitable Remainder Trust

A charitable remainder trust is an irrevocable gift that provides specified fixed annual income for the donor, or someone the donor designates, for a specific time-period, or for life. At the conclusion of the income payments or death of the last beneficiary, the principal is distributed to CMU.

Charitable Lead Trust

A charitable lead trust is an irrevocable trust that designates Colorado Mesa University as the income beneficiary for a specified number of years or for the life of the named person. Upon completion of that period, the trust assets may revert to the donor or pass to persons designated to receive them.

Charitable Gift Annuity

A charitable gift annuity is a contract between a donor and Colorado Mesa University in which the University pays a guaranteed lifetime income to the donor and, if designated, another annuitant. The charitable gift annuity is a way of reducing income taxes and avoid federal estate taxes.