Planned Giving

A legacy gift to Colorado Neurological Institute ensures that future generations have a place to go for patient services, educational programs, and research. Your thoughtfulness will live on through CNI and provides a way to express your passion for combating neurological conditions.

Have you included CNI in your estate plans? Please contact us so that we can thank you, include you in our Legacy Circle, and properly steward your gift.

Bequests

It is fast and simple to include CNI in your bequest. You can make an unrestricted gift or designate your gift to specific area of CNI (patient services, educational programs, and research). This option provides tax-saving opportunities while allowing you to continue your support for a beloved organization.

Charitable Remainder Trust

This is a safe option that will allow you to provide income for yourself and your beneficiaries by designating a percentage of income from the trust. Benefits include tax deductions, avoiding a capital gains tax on appreciated value, and security knowing the remainder of the trust will support CNI’s mission.

Charitable Lead Trust

Through a charitable lead trust, CNI would annually receive income from the trust for a set number of years. At the end of the period set in the CLT, the remaining principle would go to whoever you designated in the trust.

Charitable Gift Annuity

This is a contract in which you agree to transfer assets of your choice to CNI and CNI in turn agrees to make regular payments to you or a beneficiary for life.

Retained Life Estate

You can transfer the title of your personal property to CNI but remain in your home for the remainder of your life. Once you pass on, CNI would received full control of the property.

Life Insurance and Retirement Plans

You can name CNI a beneficiary of your life insurance policy or purchase a second life insurance policy designating CNI as the beneficiary. This may help you avoid estate or other taxes.

IRA Rollovers

If you are 70 ½ or older you can transfer up to $100,000 from your IRA each year. This gift must be made by an IRA custodian to make the gift directly to the charity. Your gift will be excluded from taxable income and can count towards your required minimum distribution.

Example Language

Real Estate

“I give, devise, and bequeath to Colorado Neurological Institute, EIN #84-1100975, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal. Colorado Neurological Institute may be contacted through mail at 701 East Hampden Avenue, Suite 415, Englewood, CO 80113 or by phone at 303-806-7415.

Bequest

“I give, devise, and bequeath $_____ to Colorado Neurological Institute, EIN # 84-1100975. Colorado Neurological Institute may be contacted through mail at 701 East Hampden Avenue, Suite 415, Englewood, CO 80113 or by phone at 720-974-4094.”

Please consult your tax advisor to create the necessary language in your bequest. Please contact Bill Albrecht at 303-927-7510 or contact contact Sheila Kutzer at 720-974-4094 or skutzer@thecni.org