Testamentary Life-Income Gifts (Gift illustration)

How it works

	You write a will or revocable trust directing a bequest to the University of Colorado Foundation.
	You provide that the bequest first create a life-income gift benefiting your heirs.
	After their income interest terminates, the remaining balance in the gift passes to University of Colorado Foundation for the benefit of the University of Colorado.

Benefits

• One estate asset can benefit both University of Colorado Foundation and your heirs.
• Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
• Provisions are revocable during your lifetime, increasing your planning flexibility.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.

University of Colorado Foundation
Gift Planning Group
4740 Walnut Street
Boulder,Colorado 80301
(800) 405-9488 | Fax: (303) 541-1397