Legacy giving

A legacy gift to Economic Literacy Colorado is a key that unlocks personal financial freedom and the power to address the economic challenges in our world. Without Economic Literacy Colorado, students and educators will lack the opportunity to attain the skills to navigate our free-market system and the absence of economic reasoning.

Fortifying Economic Literacy Colorado’s role in providing resources and programming serves as a generational education lifeline, equipping students and educators with the knowledge and skills to make informed economic and financial decisions throughout their lives enabling financial resilience.

If you would like to include Economic Literacy Colorado in your estate plans, please let us know so we can ensure your intentions are accurately understood and documented. Once you complete your estate plans, please fill our online profile below.

Making a legacy gift elevates and ensures the economic future for generations to come. We hope you join Economic Literacy Colorado so every child has the right to unleash their economic potential.

Gifts of Retirement Plan Assets can be arranged through naming Economic Literacy Colorado as a beneficiary of your retirement plan or IRA (sample bequest language). Retirement assets can also be placed in charitable trusts maximizing your financial and estate planning benefits.

Charitable rollovers from your Individual Retirement Accounts to support Economic Literacy Colorado’s mission can be a great way to give at the end of the year. The Taxpayer Relief Act of 2012 restored the popular IRA charitable rollover provision, allowing donors age 70½ or older to realize significant benefits for gifts made from either a traditional or Roth IRA. See benefits of funding charitable gifts from traditional or Roth IRA assets. If you would like to request a transfer of assets to Economic Literacy Colorado, you may use this sample letter to your financial advisor to request a transfer.

If you have any questions, please contact Amanda Dixon at amanda.dixon@econlitco.org or 303-745-3209.