MYCRMS
Virtual TourWays for You to Give
At the center of CRMS’s transformational educational experience lies a strong spirit of philanthropy. Your giving makes a profound difference. Below are a few of the ways you can make a gift to support the students, faculty, families and community that make CRMS such a remarkable institution.
The CRMS Annual Fund
Make your check payable to CRMS and send to:
Colorado Rocky Mountain School
Development Office
500 Holden Way
Carbondale, CO 81623
Please include in the memo line: CRMS Annual Fund. Also don’t forget to include your preferred phone number and/or email should we need to contact you about your gift.
Wire transfers can be made directly from your bank account to CRMS’s account. Please contact Heath Hignight, Director of Development, for account details.
We gladly accept stock transfers via Charles Schwab. Please contact Heath Hignight, Director of Development, or Segall Bryant & Hamill (303-312-5167) if you have questions about making a gift by electronic transfer of stocks. Your broker will require the following information to expedite your stock transfer:
DTC: #0164
CRMS Charles Schwab Account Number: 1604-6942
Please include the donor’s name for reference.
Once you’ve made a decision to make a stock transfer, please contact Heath Hignight, Director of Development, with the number of shares and the name of the stock being transferred. Privacy laws prohibit our broker from sharing your contact information, so contacting us ensures the successful completion of your gift!
Capital & Endowed Giving
Make checks payable to CRMS and send to:
Colorado Rocky Mountain School
Development Office
500 Holden Way
Carbondale, CO 81623
Please include in the memo line: Annual Fund. Also don’t forget to include your preferred phone number and/or email should we need to contact you about your gift.
Wire transfers can be made directly from your bank account to CRMS’s account. Please contact Heath Hignight, Director of Development, (Subject: Wire Transfer Question) for account details.
We gladly accept stock transfers via Charles Schwab. Please contact Heath Hignight, Director of Development (subject: Wire Transfer Question) or Segall Bryant & Hamill (303-312-5167) if you have questions about making a gift by electronic transfer of stocks. Your broker will require the following information to expedite your stock transfer:
DTC: #0164
CRMS Charles Schwab Account Number: 1604-6942
Please include the donor’s name for reference.
Once you’ve made a decision to make a stock transfer, please contact Heath Hignight, Director of Development, with the number of shares and the name of the stock being transferred. Privacy laws prohibit our broker from sharing your contact information, so contacting us ensures the successful completion of your gift!
Making your gift to create or add to an existing Endowed Fund is as simple as writing at check, but because your gift leaves a legacy, let’s start a conversation about the impact you’d like your gift to have. Call Heath Hignight, Director of Development, to get started.
970-963-2562
Asset, Trust & Estate Giving
- A Qualified Charitable Distribution (QCD) is a withdrawal from an Individual Retirement Account (IRA) that is sent directly to an organization such as CRMS. In other words, the funds don’t pass through your hands. You instruct your IRA custodian to send the funds straight to CRMS. It’s a great way to make an impactful gift, and it may also have positive tax benefits!
- You are eligible if you are 70 1⁄2 or older (at the time of the donation).
- While reducing your taxes, you can support CRMS! Once you reach 70 1⁄2 you are required to withdraw funds annually from your IRA and report the distributions as income on your tax returns. So, if you’re required to withdraw $10,000 from your IRA in 2021, that may increase your income this year by $10,000. Keeping your taxable income lower may reduce the impact to certain tax credits and deductions, including Social Security and Medicare. It’s important to weigh these options with your financial advisor.
- You can transfer as much as $100,000 a year from your IRA to any combination of qualified charities, and none of that money would be taxed. And the limit is $100,000 a year per person - not per IRA.
- For a QCD to count towards your current year’s Required Minimum Distributions (RMD), the funds must come out of your IRA by your RMD deadline, generally Dec. 31. Recommendations are to reach out to your IRA adviser and/or financial advisor now.
- You can learn more about QCDs on the IRS website
For wiring instructions or any questions, please contact Heath Hignight, Director of Development, at 970-963-2562 x130 or hhignight@crms.org .
- If you’ve already created an estate plan and named CRMS as a beneficiary of a will or life insurance policy, thank you! You can join the Holden Circle now:
- If you are considering making or updating an estate plan and may name CRMS as a beneficiary, you might have questions! The first step is to work with your attorney or estate planner to structure your estate and write your will so as to best carry out your wishes. CRMS cannot act as executor of a donor’s estate. Please remember, estate planning almost always require the services of an attorney or estate planning professional. If you’d like to discuss your ideas or intentions for benefiting CRMS through an estate gift, please call Heath Hignight, Director of Development. 970-963-2562
- If you are interested in learning more about how a charitable gift annuity, charitable remainder trust, charitable lead trust, or other giving vehicles may fit your needs, please contact Heath Hignight, Director of Development.
- Contact Heath Hignight, Director of Development, with a description of the item(s) you would like to give to the school. We will be happy to research the best way to utilize your in-kind gift.