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Planned Giving

Guardians of Choice

Taking the steps to protect the people and things you love as well as the causes you care about requires some forethought, paperwork and probably some legal advice too, but the end result is worth it. When you make a planned gift to Planned Parenthood of the Rocky Mountains to protect access and choice for future generations, you became a Guardian of Choice.

What is Guardians of Choice?

Guardians of Choice is the legacy society established by Planned Parenthood of the Rocky Mountains to recognize, honor and thank donors—during their lifetime—for their planned gift.

Who are Guardians of Choice?

Guardians of Choice are generous, visionary and forward-thinking supporters who've established a planned gift to ensure PPRM will be able to provide high-quality health care, medically accurate and age-appropriate sex education, and strategic advocacy for access to reproductive health care long after they are gone.

What does membership in the Guardians of Choice include?

  • Invitation to annual Guardians of Choice luncheon
  • Special communications about Planned Parenthood of the Rocky Mountains initiatives
  • Recognition and acknowledgement from time to time in publications or at events

You can create your own legacy—and pass along your values—through your will, charitable gift annuity, charitable trust, life insurance or retirement account.

If you have already included Planned Parenthood of the Rocky Mountains in your estate plan, please let us know so we may recognize you as a member of Guardians of Choice.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Planned Parenthood of the Rocky Mountains a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Planned Parenthood of the Rocky Mountains, a nonprofit corporation currently located at 7155 E. 38th Avenue, Denver, CO 80207, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to PPRM or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to PPRM as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to PPRM as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and PPRM where you agree to make a gift to PPRM and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.