A gift from your financial accounts -- retirement plans (401Ks), IRAs, life insurance policies,
donor-advised funds, and commercial annuities -- is very simple and easy to make using a
beneficiary designation.

1. Retirement Plan or IRA
If you are considering a gift, it is often wisest to make a gift from taxable assets like
retirement plans to a charity like the Rocky Mountain Center for Peace and Justice, and
leave other assets like stocks or real estate for your family and loved ones.

2. Life Insurance
A gift of life insurance is a good way to maximize your impact. By naming the Rocky
Mountain Center for Peace and Justice as your beneficiary, your small premium
payments transform into a sizable gift.

3. Donor Advised Funds
You can transfer cash or other assets to a community foundation, brokerage house or
other sponsoring organization, giving you a qualifying income tax charitable deduction
for gifts to your DAF. From that DAF, you can donate to the RMPJC.

4. Commercial Annuity
Annuities are tax-heavy assets. Income tax is due on the growth of the annuity - what it
is worth at the time of your death versus your initial cost. The tax burden makes these
assets another popular choice to leave to a tax-exempt organization like the Rocky
Mountain Center for Peace and Justice, while choosing other assets to leave to your
family and loved ones.

Making the Rocky Mountain Center for Peace and Justice (RMPJC) the beneficiary of your
retirement plan assets, IRA, life insurance, or commercial annuities is easy:
1. Contact the institution that controls the asset for a change-of-beneficiary form. Many
have the forms on their website..
2. Decide what amount of the account value you would like the RMPJC to receive,
between 1-100 percent, or designate a specific dollar amount.
3. Name the RMPJC as the beneficiary (Rocky Mountain Center for Peace and Justice of
Boulder, Colorado, tax-exempt number 74-2302470.)
4. Return or submit the form as directed by the institution.

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Disclaimer: We are sharing this for informational purposes only.  It is not legal or tax advice and should not be relied upon as such.  Everyone’s financial and philanthropic goals are different.  You are never obligated to make a gift.  Please consult your own legal and financial professionals before making legacy gifts.