Planned Giving Options

Because planned giving involves your assets, philanthropic goals and family needs, we strongly suggest you consult your attorney or financial planner before entering into any planned gift. We’re ready to help.

For more information, please contact Laura Gabbay at lgabbay@westernstatesncorp.org or call her directly at 720-475-5725.

A bequest can be made by naming Western States Cancer Research NCORP (WSCR-NCORP) as a charitable beneficiary in a new will or adding a codicil to an existing will. The bequest can be in the form of a stated dollar amount or specific property, a percentage of the estate, or a portion of the entire residue.

Retirement plan accounts and IRAs may be subjected to both estate and income tax. To avoid any potential taxes on funds give to WSCR-NCORP, donors can name WSCR-NCORP as one of the beneficiaries of their retirement plan or IRA.

Your gift of appreciated securities, mutual funds, or bonds to Western States Cancer Research NCORP provides you with significant tax benefits through a charitable income tax deduction.

A gift of life insurance may be made by naming WSCR-NCORP as the policy owner and beneficiary. A gift of life insurance can offer valuable income and estate tax savings. There can also be an immediate tax savings when our nonprofit 501(c)(3) organization is named owner and beneficiary of a non-term life insurance policy.

A charitable remainder trust establishes a trust for the ultimate benefit of WSCR-NCORP. The donor retains a lifetime income stream generated by the trust. A charitable remainder trust may help donors to receive a current income tax deduction, eliminate capital gains taxes, reduce or eliminate gift and estate taxes, and improve lifetime cash flow.

A charitable lead trust allows a donor to establish a trust that provides a stream of charitable dollars for a specific number of years. The remainder is then returned to the donor or his or her named beneficiary. Benefits may include the transfers of assets to others free of estate, gift and income taxes.

A “retained life estate agreement” is one way to contribute real estate. This giving option allows you to remain living in or using your home, rental properties, vacation home, or farm while establishing a gift of that property to WSCR-NCORP. The donor receive an income or capital gains tax deduction in their year the gift is made and receives the property at the end of the retained life estate term, usually the donor’s lifetime.

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