LEAVE A LEGACY THAT LASTS FOREVER

Plan a gift to Tri-Lakes Cares and create lasting change for families in need in the local community

Leave a Lasting Legacy Through Planned Giving

Including Tri-Lakes Cares in your will, estate, or financial plans creates an impact that outlasts any single moment—this is what we call Impact Giving. Your planned gift ensures that families in El Paso County have access to food, housing, and vital support for years to come.

Planned gifts come in many forms: a simple bequest in your will, gifts of stock, retirement assets, or other non-cash options. Whatever the size or type, your legacy becomes part of a lasting safety net for your neighbors.

Not sure where to start? Explore your gift options below to find the right fit for you.

Get peace of mind

Make a bequest in Your will

Tri-Lakes Cares is committed to making it easy for you to plan for the future and support our community. With a simple estate plan, you can leave a gift of any size to further our mission—ensuring your generosity makes a lasting difference for years to come.

Thank you for supporting Tri-Lakes Cares’ mission today, which will leave an impact in the community for many years to come!

Types of Planned gifts

Explore smart, secure non-cash alternatives

Many donors are discovering that non-cash gifts can be just as impactful as a traditional donation—and often more advantageous. By donating assets like stocks, IRA gifts, or grants from a donor-advised fund (DAF), you can support Tri-Lakes Cares’ mission while potentially reducing your tax burden.

Asset giving is safe, simple, and seamless. Explore the options below to find the approach that works best for you.

Bequests via Will or Trust

A bequest in your will or living trust is one of the simplest and most meaningful ways to leave a lasting legacy—ensuring your generosity continues to support families in El Paso County long after you're gone.

Stock Giving

Donating appreciated stocks or other assets directly to Tri-Lakes Cares can be one of the most powerful ways to give—potentially avoiding capital gains tax while making a greater impact than a traditional cash donation.

DAFs & QCDs

Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) are two of the most popular ways to give—allowing you to support Tri-Lakes Cares while making the most of potential tax benefits.

Other Non-Cash Alternatives

From life insurance policies to charitable remainder trusts, there are many flexible giving options that can align with your broader financial and estate planning goals. We encourage you to explore these alternatives with your financial advisor.

We care about your future. Please consult with your tax advisor or financial professional before making decisions about Smart Giving.

Why Giving through Your Will Matters

  • Secure a future of compassion: Your gift helps sustain essential programs like our food pantry, housing assistance, and senior support.

  • Tax benefits for you and your family: Many planned giving options provide estate or income tax advantages.

  • Your story continues: Planned giving is a way to reflect your values and ensure they live on in your community.

Getting Started Is Simple

Step 1

Explore Gift Types

There are many ways to leave a gift that supports Tri-Lakes Cares' future and it is important to choose one that fits your situation. Younger donors may prefer digital assets, while retirement-aged donors may prefer DAFs or QCDs which may provide timely tax benefits.

Step 2

Talk to your advisor

Consult with your attorney, financial planner, or tax professional about the best option for you and your financial goals. They can give you the best advise for your specific information.

Already included us in Your Will?

Please let us know. Sharing your intentions helps us plan for the future and celebrate your generosity today.

Celebrate Others Making an Impact

We support this amazing organization through donations and attending their fundraising events. They contribute so much to their community and provide much-needed assistance whenever possible.
Tri-Lakes Cares in Monument CO
TLC Donor

Planned Giving FAQs

Is a planned gift binding?

No, most planned gifts (like a bequest in your will) can be changed if your circumstances change.

Not at all—every gift, no matter the size, makes a lasting impact.

You choose how to share your intentions. Many donors involve family members in the planning process.

Yes. While many supporters give to Tri-Lakes Cares’ overall mission, you may choose to designate your legacy gift for a specific program—such as food assistance, housing support, or helping stock the pantry.

That’s up to you. We love celebrating our legacy donors and may acknowledge your generosity in our annual report or recognition materials. However, if you prefer to remain anonymous, we will fully honor your wishes.

Bill Lyons, Director of Development & Planning, Tri-Lakes Cares in Monument CO

Bill Lyons

Director of Development & Planning

Have a Question About Planned Giving?

I’d love to hear from you — I’ll get back to you as soon as possible.