Gift Annuities & Bequests
Give a Charitable Gift Annuity: Income for Life
By creating a charitable gift annuity at Golden West Foundation, you can generate income for yourself or a loved one, and provide a significant gift to Golden West Foundation at your death.
Benefits: This is a great way to provide a secure and stable income for you or a loved one. Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income. You also have the satisfaction of making a gift to Golden West Foundation now and for the future.
How it works: Transfer cash or security to Golden West Foundation and we will pay your or your designee a life-time annuity based on your age. We accept annuity gifts of $10,000 or more and our minimum age is 65. When the contract ends, the principal passes to Golden West Foundation to fund our work for seniors of Boulder County.
Please contact John Torres for more information about creating a gift annuity at 303-939-0897.
Make a Bequest Gift: Leave a Legacy
After you have provided for your loved ones, consider leaving a charity like the Golden West Foundation in your plans. A bequest will provide crucial funds for the seniors of the future.
Benefits: This is an easy way to leave a legacy to the Golden West Foundation. Your assets remain under your control until death and you can direct your gift exactly as you want. You may also be eligible for an estate tax deduction, depending on the size of your estate, and there is no upper limit on the estate tax deduction for charitable bequests, like those to Golden West Foundation.
How it works: You can use the following language to support Golden West Foundation:
Percentage of Estate:
I give to Golden West Foundation, 1055 Adams Circle, Boulder, CO 80303 ___% of my estate to be used in such a manner as the Board of Directors of Golden West Foundation shall, in its sole discretion, determine.
Fixed Amount:
I give to Golden West Foundation, 1055 Adams Circle, Boulder, CO 80303, the sum of $___ to be used in such a manner as the Board of Directors of Golden West Foundation shall, in its sole discretion, determine.
Residue of Estate (after probate costs and other expenses):
I give to Golden West Foundation, 1055 Adams Circle, Boulder, CO 80303, ___% of the rest and residue of my estate to be used in such a manner as the Board of Directors of Golden West Foundation shall, in its sole discretion, determine.
Golden West Foundation’s Federal Tax Id: 74-2442944
Date of Incorporation: October 24, 1986
Contact Us
Please contact John Torres at 303-939-0897 for more information. And if you do decide to leave Golden West Foundation in your will, please let us know! We’d like to honor your gift by including you in the Golden Givers Society.
