Beneficiary Designations

Make a Gift in a Few Easy Steps

Passionate about supporting the Colorado Mountain College Foundation with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name the CMC Foundation as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

See How It Works

An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they've been able to give their children and the CMC Foundation over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because the CMC Foundation is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like the Colorado Mountain College Foundation to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Kristin Colon at 970-947-8380 or khcolon@coloradomtn.edu to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: Colorado Mountain College Foundation, Inc.
Address: 802 Grand Ave., Glenwood Springs, CO 81601
Federal tax ID number: The Foundation’s 501c3 identification number is 74-2393418.

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

View My Guide
Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit