MYCRMS
Virtual TourLEGACY GIFTS
Discover the Benefits of Giving Wisely
THE HOLDEN CIRCLE
The Holden Circle honors legacy donors whose planned gifts support the school’s extraordinary students, faculty, programs, and historic ranch campus.
As a legacy donor, it brings me great joy to know that my support for Colorado Rocky Mountain School will extend well beyond my lifetime. Being part of the Holden Circle reinforces my deep connection to the values and mission of this incredible institution. I encourage others to consider the power of legacy giving and to explore the helpful resources available here to learn how they too can leave a meaningful mark on the school’s future.
Plan-a-Gift (TM)
Interactive Plan-a-Gift (TM) will recommend the best gift plan to meet your needs based on your age, goals, and assets, all while helping Colorado Rocky Mountain School.
Explore More Gift Options
Will or Trust
You can plan a gift that will not affect your cash flow.
Appreciated Securities
Take advantage of appreciated securities and avoid tax.
Life Insurance
Make a significant gift, no matter the size of your estate.
Retirement Plan
Donate double-taxed assets and leave more to family.
Real Estate
Donate a valuable asset and receive powerful tax benefits.
Personal Property
Donate personal property and receive significant tax benefits.
Donor-Advised Fund
Make a gift from your Donor-Advised Fund, or name us as beneficiary.
Mineral Rights
Gift mineral rights and receive a tax deduction.
Charitable Gift Annuity
Give a gift of cash or stock and receive income in return.
Deferred Gift Annuity
Younger donors can make a gift and lower taxable income.
Flexible Gift Annuity
More flexibility than a deferred payment gift annuity.
Tip of the Week
Variety is the spice of giving.
You can give almost any kind of highly appreciated property—such as closely-held stock, real estate, partnership interests, or valuable art—to a charitable remainder trust and receive major tax and income benefits.
So, all at once, you can:
- Receive income for life
- Take a charitable tax deduction
- Avoid all capital gains tax
- Support the mission of Colorado Rocky Mountain School
You can even allow your assets to accumulate tax-free until you "turn on the income spigot" at retirement or some other future event, such as the start of your child's education.
Read more, email us, or contact us at (970) 963-7220.