Giving Back to Others

Mazie Campbell Conarty '53 does not consider herself unusual. As a nurse, wife and mother, she has always looked after others. It was in high school outside of Chicago that she learned the importance of giving back to her community. She maintains that philosophy today as a mentoring volunteer for the Natrona County elementary schools in Casper, Wyo. But what motivated Mazie to include Colorado College in her estate plans?

"While I only attended Colorado College for two years, I received the basic liberal arts background, which was a great foundation for pursuing my B.S. in nursing. The knowledge base that a liberal arts education provides gives students the latitude to specialize in any given field.

"The quality of professors like Amanda Ellis, Pete "Chief" Tyree and Doc Stabler were amazing. The professors in my nursing program at the University of New Mexico just could not compare. I consider Colorado College to be an Ivy League school in the west.

"Finding that my Procter & Gamble stock had appreciated, having split often, I needed to diversify. Fifteen years ago, I faced considerable capital gains tax as I looked at different stock options. My financial advisor suggested I establish a charitable remainder trust with this stock to benefit an institution of my choice. Naturally, I immediately thought of Colorado College. With the numerous tax implications and the ability to give a gift to the college, it was a simple decision. I receive income for life, and CC will receive a substantial gift upon my death.

"Private institutions need our help. It is particularly important to support financial aid, in order to keep college as affordable as possible. I would like other students to have similar experiences to the ones I had at Colorado College."

Because of this generosity, many students will benefit, and we thank you!

Discover how to make a gift and receive income for life.

A charitable bequest is one or two sentences in your will or living trust that leave to Colorado College 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, [name], of [city, state, ZIP], give, devise and bequeath to The Colorado College, City of Colorado Springs, County of El Paso, State of Colorado, [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 CC 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 CC 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 CC 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 CC where you agree to make a gift to CC 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.

Deferred Gift Annuity

You can defer your payments until a later date that you specify.


Flexible Deferred Gift Annuity

You choose a time range in which to begin receiving payments.


Personal Estate Planning Kit Request Form

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eBrochure Request Form

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