Your legacy can keep Rocky thriving.
A gift through your estate or long-term financial plans can support the Conservancy’s work beyond your lifetime. For many people, including Rocky in a will or beneficiary designation is the simplest place to begin.
Planned gifts can be shaped around your family, values, and financial goals. Some options require no current gift and may be changed as your plans evolve.
“The philanthropic gifts we choose to leave behind reflect the people, places, and values that hold the most meaning for us.”
— Walter and Marlene Borneman
Ways to include Rocky in your plans.
Your attorney, financial advisor, or plan administrator can help determine which option fits your circumstances.
A gift through your will or trust
Name Rocky Mountain Conservancy for a specific amount, percentage, or remainder after loved ones are provided for.
Beneficiary designations
Name the Conservancy as a beneficiary of a retirement plan, IRA, life insurance policy, bank account, or investment account.
Donor advised funds
Recommend grants during your lifetime or name the Conservancy as a successor or beneficiary of the remaining account.
IRA charitable distributions
Ask your advisor or IRA custodian whether a qualified charitable distribution fits your current giving and tax-planning goals.
Appreciated securities and other assets
Stocks and other appreciated assets may support Rocky while fitting into a broader charitable strategy.
Real estate gifts
A real estate gift requires early conversation so the Conservancy and your advisors can evaluate the property and proposed structure.
Charitable remainder or lead trusts
Trust structures can coordinate charitable and family goals and should be developed with qualified legal and financial counsel.
Not sure where to begin?
Start with the planned giving guide, then speak with the Conservancy and your own professional advisors.
Planned Giving GuideYour next steps.
- Talk with the Conservancy about your goals and the work you hope to support.
- Review the idea with your attorney, financial advisor, or tax professional.
- Use the Conservancy’s legal name and federal tax ID in your documents.
- Let the Conservancy know when your plans are complete so your wishes can be documented accurately.
Information for your advisor
Legal name: Rocky Mountain Conservancy
Mailing address: PO Box 3100, Estes Park, CO 80517
Federal Tax ID: 84-0472090
Rocky Mountain Conservancy is a 501(c)(3) nonprofit organization.
This page provides general charitable-planning information and is not legal, tax, or financial advice. Please consult your own qualified advisors.
Planned giving questions, answered.
A conversation can clarify your intent without creating an obligation. Your plans remain yours to shape with the people you trust.
Do I need to make a gift now?
Not necessarily. Many estate gifts and beneficiary designations take effect in the future, allowing you to retain use and control of your assets during your lifetime.
Is there a minimum planned gift?
No. Gifts of every size can help the Conservancy support Rocky Mountain National Park.
Can I change my plans later?
Many common planned-gift arrangements, including revocable wills and beneficiary designations, can be updated. Ask your attorney or plan administrator about your specific documents.
Can I designate my gift for a particular program?
Often, yes. Please talk with the Conservancy before finalizing a restriction so the organization can confirm that your intent can be honored in the future.
Should I tell the Conservancy about my plans?
You are not required to, but sharing your plans helps the Conservancy document your wishes, recognize your generosity appropriately, and stay in touch if circumstances change.
Already included Rocky in your plans?
Please let the Conservancy know. A confidential conversation helps the team understand your wishes and thank you for the future you are helping create.