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The Legacy Connection

Spring 2016

About Us How You Can Give What You Can Give Meet Our Advisors Contact Us

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Finding the right gift for
you and your charity

Bob (age 67) and Mary (age 66) recently retired and moved to Estes Park from Wisconsin. Bob was a successful corporate manager and Mary taught school. Years ago they purchased a rental property in their home town. It is now fully depreciated and too far away to manage well. They would have a huge capital gain tax bill if they sold. They are charitably minded.

Bob and Mary learned from Estes Valley Legacy about a charitable remainder unitrust.

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Our Partner nonprofits:


Visit Our interactive website
plannedgiving.epnonprofit.org

More on Planned Giving

Donating Property
Properly

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Real estate comes in many forms. There
are residential properties such as houses, condominium units, vacation places, and apartment buildings.

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Income for you, support for your favorite charities

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Would you like to support your favorite charity, but are hesitant to do so because
of the current market uncertainties?


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About Us

Estes Valley Legacy is a planned gift education program operated collaboratively by the Estes Park Nonprofit Resource Center and eleven other leading Estes Valley nonprofit organizations for the benefit of their donors.

Contact Us

Marscha Yelick
Independent Counselor
Estes Valley Legacy:
A Planned Giving Collaborative
Phone 970-480-7703
myelick@estesvalleylibrary.org

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