Lasting Legacies

Planned Gifts

Increasingly, donors are finding planned gifts to be an attractive way to make gifts to Colorado Rocky Mountain School. This can not only bring the satisfaction of making a meaningful gift, it can often offer the donor tax savings and additional income. Planned gifts help to build CRMS endowments, thus providing the resources to assure continued excellence into the future. The Holdens shared their dream of a special place where students could discover their potential, contribute to their community, and participate thoughtfully in the world.

A donor may make a gift to CRMS and receive direct tax and financial benefits. The benefits may include an immediate charitable-income tax deduction, or increased income for life for the donor and/or the donor’s spouse compared to existing investments, in addition to Leaving a Legacy that will impact lives
positively in your name.

The Holden Circle includes all those who have included CRMS in their estate plans. Here you will find our complete booklet on planned gifts.

Holden Circle Members

Mike Adler ‘58
Emily Allen ‘61 *
Towne Allen ‘69
Katharine Bradley Bennett ‘67
Inez Black
Emily Bray ‘75
Barbara R. Buchanan ‘65
Antony Cherin ‘58
Sara Bunn Chesney ‘77
J. B. Clow ‘77
Sherri Draper & Will Ferry
Katherine Dumont*
William Dumont '57
Lee Ann Eustis 
Leila Gass ‘82
Andrew G. Gould ‘60
Katherine Gould-Martin ’61
Mary Whitford Graves ‘60
Anne L. Gwathmey ‘78
Beth J. Harris ‘60
Lee Hall
Beth J. Harris '60 
Erin N. Hayne ‘95
Theodore Hepp ‘61
Bruce F. Johnston
Steve and Karen Keith
James B. Koons ‘72
Starr Lanphere ‘60
Elizabeth M. Lauber ‘66
Lynn Bradley Leopold ‘60
Margaret Hall Lewis
Marian Lolly Lewis '69 
Sam & Peter Louras, Jr.
Janet C. Melendez
Mary Wilmer Mills ’72
Loulie Molloy
Edith I. Morris
Sandra Mowry
I.V. Padst
Katherine Paddon ’80
Anthony Perry ’55
Cynthia Yates Price ’72
Ramelle Cochrane Pulitzer ’68
Barbara O'Neil Ross
Robert Sayre ‘58
Colin Bunnell Schieck ‘78
Susie Schlesinger ’68
John Schweppe*
Jonathan Siegel ‘71
Pat Stein Spitzmiller ‘60
John Stickney ‘57
John T. Watson*
Tad M. Whitaker ‘94
Ashley T. Whittaker ‘89
Anonymous (3)
(*indicates deceased)
 

TYPES OF PLANNED GIFTS


Popular Planned Gifts//Some Old Favorites
Bequests
Life Insurance
Retirement Plans
Securities
Gifts in Remembrance
Life Income Gifts//Gifts that Give Back to You
Real Estate
Charitable Remainder Trust
Deferred Gift Annuity
Charitable Lead Trust


Legal Designation: For gifts that will take effect after your lifetime, Colorado Rocky Mountain School should be named in your will as:
Colorado Rocky Mountain School, Inc., a nonprofit corporation, organized and existing under the laws of the State of Colorado, and with principal business address of 1493 County Road 106, Carbondale, Colorado 81623.
Colorado Rocky Mountain School deeply appreciates the generosity of the alumni, parents, and friends who have made bequests, showing their commitment to the school and to its future. Because of the complexity of estate planning, it is important that your attorney structure your estate and write your will so as to best carry out your wishes. Colorado Rocky Mountain School cannot act as executor of a donor's estate. Please remember, estate planning almost always requires the services of an estate planning professional.
Colorado Rocky Mountain School
1493 County Road 106
Carbondale, CO 81623
Contact: Renee Ramge | 970.963.2562 ex. 134 | rramge@crms.org

Please contact Renee Ramge if you have any Planned Giving questions or if you have included CRMS in your estate plans, so we can recognize you as a Holden Circle member.


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