Legacy Gift Options

Planning your legacy gifts is a smart way to manage your assets while providing lasting financial support to ensure that local families in need will be served by Emergency Family Assistance Association (EFAA) well into the future. Following are some very simple ways to give. Your gift can be designated for unrestricted general operating use or restricted to EFAA’s Endowment.


BEQUESTS

To leave a gift in your will or trust, simply share this sentence with your attorney: “I bequeath to Emergency Family Assistance Association, a non-profit corporation located in Boulder, Colorado, with Federal tax identification number 84-0454115, the sum of _______; or _______% of my estate; or the following property _______; or the rest, residue, and remainder of my estate.”


GIFTS OF LIFE INSURANCE

You can name EFAA as a primary beneficiary of your life insurance policy or as a contingent beneficiary, should your primary beneficiary not survive you. After your lifetime, the benefits from your policy pass to EFAA free of federal estate tax.

A gift of life insurance is a powerful option for younger donors who want to make a significant contribution, or for people whose estate won’t have substantial assets to distribute to non-family members.


IRA, 401K, 403-B PLANS, ANNUITIES, INVESTMENTS, BANK ACCOUNTS

To leave any of these assets to EFAA, ask your plan manager, human resources manager, insurance agent or financial institution for the appropriate beneficiary form in which to name EFAA as a beneficiary of all or part of your account. Once you return the form to the appropriate entity, please let EFAA know about your planned gift by completing the simple Gift Intention Form below.


CHARITABLE REMAINDER OR CHARITABLE LEAD TRUST

Consider setting up a charitable lead trust or charitable remainder for your real estate, business, partnership, or personal assets to benefit EFAA.

Please explore these gifting possibilities with your financial planning professional advisor. Emergency Family Assistance Association does not provide financial planning or tax advising services, but can provide you with a list of local estate planning attorneys.

For more information about planning legacy gifts to benefit EFAA, contact legacy@nullefaa.org or 303-951-7676. We thank you for considering how your assets may benefit Boulder County families in need well into the future.


JOIN EFAA NEXT NOW

We appreciate your gift and would like to recognize you accordingly as part of EFAA Next, our legacy society. By notifying us of your intention to leave planned gifts to EFAA, we will include you among our society members, unless you prefer to remain anonymous.


Confidential Gift Intention Form































  • Will (dollar amount)
  • Insurance policy (dollar amount)
  • Revocable living trust (dollar amount)
  • Real estate estimated value (dollar amount)
  • Charitable remainder trust value (dollar amount)
  • Retirement plan/IRA value (dollar amount)
  • Other assets (description and dollar amount)
  • Explanation of contingency. (A contingent bequest comes to EFAA only if the other named beneficiaries to do not survive you.)