WAYS TO GIVE

Legacy Gifts

How to Plan Your Giving

There are many flexible giving pathways to achieving your unique charitable vision. By pledging your commitment, you join a community of supporters who believe in the library and are honored as members of the Legacy Chapter. Membership in the Legacy Chapter is available to all supporters who are making deferred gifts through their estate plans.  The Foundation encourages donors to complete and return a Donor Letter of Intent to become a member.  There is no minimum contribution required. Here are some popular pathways to achieving your charitable goals:

Bequest by Will or Trust
One of the simplest ways to leave a lasting legacy is is through  your will or trust. By simply including information in your estate planning documents, you can easily establish a charitable fund. You can bequest a specific dollar amount, a percentage of your estate or residue of the estate.

Retirement Plan
Naming Jefferson County Library Foundation as a beneficiary of your retirement plan – such as IRA, Keogh, 401(k) and 403(b) – is an opportunity to benefit your library and your heirs. These assets are the most heavily taxed; so it may be more effective for you to transfer assets to a tax-exempt organization, such as Jefferson County Library Foundation, and leave assets not subject to income tax to your heirs.

Life Insurance
By naming Jefferson County Library Foundation as a beneficiary of your life insurance policy, you can make a significant impact. There are a number of different ways you can gift a life insurance policy. You can irrevocably name Jefferson County Library Foundation as the owner of an existing policy, deduct a calculated value of the policy as a charitable gift or choose to name Jefferson County Library Foundation as the beneficiary of a life insurance policy that you continue to own. Charitable gifts made to Jefferson County Library Foundation to pay any future premiums are eligible for a tax deduction in the year the gifts are made.

Jefferson County Library Foundation’s Federal Tax ID # is: 23-7029313.

Always consult your legal or tax adviser regarding your specific situation.

For more information, call 303-403-5077 or email [email protected].

You can normally deduct the full market value of appreciated long-term assets (investments and/or assets that you have held for over one year and one day).  Assets include stocks, bonds, mutual funds, or personal assets such as real estate that has appreciated in value. One of the main benefits of donating long-term capital assets is that you don’t pay capital gains on the asset.

For more information, call or email us to learn about Appreciated Securities and Property Donations.
Call: 303-403-5075
Email: [email protected]

How to Give through a Donor-Advised Fund

Giving via a donor-advised fund lets you support Library programs and services in an easy and tax- and cost-efficient way. When you create a donor-advised fund, you can receive a current-year tax deduction while recommending grants to qualified charities like Jefferson County Library Foundation.

To make a grant from your established donor-advised fund:
1. Request a grant distribution through your donor-advised fund sponsor.
2. Be sure to use Jefferson County Library Foundation’s Federal Tax ID (EIN) #: 23-7029313
3. Please request for your name and address to be included or inform us of your gift so we can thank you for your generosity.

To send a grant by mail, please address it to:
Jefferson County Library Foundation | 10790 W. 50th Ave., #200 | Wheat Ridge, CO 80033

Be sure to consult your donor-advised fund sponsor or tax adviser on how specific rules may apply to your situation.

For more information, call or email us to learn about donor-advised funds.
Call: 303-403-5075
Email: [email protected]

If you are over 70 1/2 years of age, you qualify to make a direct gift from your IRA account to the Foundation that counts toward your annual required minimum distribution. Check with your financial or legal advisor to see if this benefit is right for you.

For more information, call or email us to learn about IRA Qualified Charitable Donations.
Call: 303-403-5075
Email: [email protected]

How to Check if Your Gift Qualifies for a Match

Many employers offer matching gift programs. Enrolling in this employer-sponsored program is usually as easy as completing an online form and can sometimes double or triple your impact. Ask  your human resources representative or visit your benefits website to see whether your company has a matching gift program.

Jefferson County Library Foundation Federal Tax ID # is: 23-7029313

For more information, call or email us to learn about matching gifts.
Call: 303-403-5075
Email: [email protected]