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a lasting legacy

Estate Planning

Planned giving is for everyone

Thank you for considering an estate gift to Rocky Mountain Women’s Film. Estate gifts to RMWF can be made via direct contributions to our operating fund, to the Lori Cohen Endowment, or through the Pikes Peak Community Foundation. To discuss the best path to achieving your charitable giving goals, please contact Linda Broker at 719-226-0450 or Linda@rmwfilmfest.org, or follow the simple steps below.

01.Choose the type of gift you'd like to make

Bequests

One of the most popular ways to give, a bequest can be made through gifts of cash, securities, personal property, art collections, or real estate.

Life Income Gifts

These gifts provide you lifetime income while also allowing you to support charitable programs. Life income gifts include charitable gift annuities that feature generous payments for life, and charitable remainder trusts that provide fixed or variable payments you determine. In addition to cash and securities, these gifts can be funded with real estate or other tangible property.

Retirement Accounts

Properly designated charitable gifts of retirement accounts bypass probate, avoid taxation, and reduce the size of your taxable estate.

Life Insurance Policies

A convenient way to multiply your ability to give today is to make a gift of a life insurance policy that designates RMWF as the beneficiary. Gifts of life insurance are tax-deductible when an RMWF is the irrevocable owner and beneficiary of the policy.

Charitable Lead Trusts

A charitable lead trust is an irrevocable trust designed to provide financial support to one or more charities, with the remaining assets eventually going to family members or other beneficiaries.

Charitable Remainder Trusts

A charitable remainder trust is a tax-exempt irrevocable trust designed to reduce the taxable income of individuals by first dispersing income to the beneficiaries of the trust for a specified period of time and then donating the remainder of the trust to the designated charity.

For more planned giving strategies, please contact your legal advisor.

02.Include RMWF in your estate

The following is suggested language for your advisors to integrate into your will, trust, or other beneficiary designation.

Specific Bequest

I give, devise and bequeath to Rocky Mountain Women’s Film, 2727 N Cascade Ave #140, Colorado Springs, CO 80907 the sum of $ _____ to use for its general purposes. (You may also choose to fund a specific program.)

Residuary Bequest

All [or state a ____%] of the rest, residue, and remainder of my property, both real and personal and wheresoever situated, I give, devise and bequeath to Rocky Mountain Women’s Film, 2727 N Cascade Ave #140, Colorado Springs, CO 80907 for its general purposes.

Gift Personal Property

I give, devise and bequeath to Rocky Mountain Women’s Film, 2727 N Cascade Ave #140, Colorado Springs, CO 80907 [here describe the gift, for example: real estate, personal property, art collections, etc.] for its general purposes.

The suggestions above should be used only as a guide. Your legal advisor may have other preferred text, depending on your estate giving strategy.  If you’d like RMWF to refer you to an estate professional, please call Linda Broker at 719-226-0450 or Linda@rmwfilmfest.org.

03.Notify RMWF about your planned gift

We encourage you to provide us with a copy of the language in your estate documents that documents your gift.  The privacy and anonymity of our donors is important, so if you wish for your gift to remain anonymous, please be sure to let us know.

Benefits of Letting RMWF Know About Your Gift:

Legacy Gift

LORI COHEN ENDOWMENT FUND

A long-time supporter of women’s film, Dr. Lori Cohen left a substantial estate gift to RMWF and created the Lori Cohen Endowment Fund. Through gifts to the fund, you’ll join Lori in guaranteeing that RMWF receives a steady income stream each and every year, in perpetuity.

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