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Best Charitable Gifts to Make in 2018

With the introduction of tax reform this year, you may be looking at your finances and wondering how you can continue to be charitable. There are many ways you can make a difference at Mountain States Legal Foundation while enjoying financial benefits for yourself. Here... Read More

The Federal Government — World's Worst Neighbor

Robert Frost’s Mending Wall ends “Good fences make good neighbors.” It is also true, but less poetic, that good neighbors maintain their property in a safe manner to prevent hazards on their land from harming neighbors. Sadly, for... Read More

Make the Impossible Possible in One Sentence

Remember Mountain States Legal Foundation in Your Will or Living Trust

What if all you had to do to ensure that Mountain States Legal Foundation can be successful for years to come is to write a simple sentence? Sound impossible? Securing the future of those we serve really is as simple as one sentence. By including a gift to Mountain States Legal Foundation in... Read More

How to Make Generosity Affordable

Protect Your Financial Security Today by Giving a Gift Tomorrow

Supporting Mountain States Legal Foundation should never come at the expense of your family’s financial security. As health care advances extend our lifetimes, you may worry about outliving your retirement savings. Perhaps that concern has kept you from being as... Read More

Happy New Year - 2018!

Happy New Year! Thank you for your keen support of Mountain States Legal Foundation (MSLF) and its battles in courtrooms across America. We could not do what we do without you! I am sure you know that. There is a well-known tale—I hope it is... Read More

Eternal Vigilence - The Price of Liberty

Recently, as I was writing Mountain States Legal Foundation's (MSLF's) newsletter, The Litigator, which will be mailed out on November 1st, I looked at the Thomas Jefferson quote that has had an almost permanent place in The Litigator: "Eternal... Read More

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 Mountain States Legal Foundation 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

Bequest Language

I [name], of [city, state, ZIP] give, devise and bequeath to Mountain States Legal Foundation (MSLF), (tax identification number 84-0736725) 2596 South Lewis Way, Lakewood, Colorado 80227, [written dollar amount or percentage of the estate or description of the property] to continue its mission to protect and preserve individual liberty, the right to own and use property, limited and ethical government and economic freedom.

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 MSLF 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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 MSLF as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. 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 MSLF 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 MSLF where you agree to make a gift to MSLF 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.