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
Many ways to give, one lasting impact
Including Tri-Lakes Cares in your financial or estate plans creates impact that outlasts any single gift. You don’t need a large estate or significant wealth to leave a legacy — many of the most meaningful gifts we receive come from donors who simply wanted their generosity to continue.
Whether through a donor-advised fund, an IRA, appreciated stock, or a bequest in your will, your gift becomes part of a lasting safety net for our neighbors.
Not sure where to start? Explore your options below — most donors find a gift type that fits their situation in just a few minutes.
Get peace of mind
Make a bequest in Your will
A bequest costs you nothing today, yet it can be one of the most meaningful gifts you ever make. With a simple update to your will or living trust, you can leave a gift of any size to Tri-Lakes Cares — ensuring our neighbors have food, housing, and support for years to come.
Thank you for supporting Tri-Lakes Cares’ mission today, and for considering a gift that will carry that mission forward for generations.
Popular 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 giving through a donor-advised fund, an IRA, appreciated stock, or a beneficiary designation, 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.
Donate through a DAF
Donor-advised funds, commonly referred to as DAFs, are one of the most popular ways our supporters give.
If you have a DAF — often through a provider like Fidelity Charitable, Schwab Charitable, DAFgiving360, or your local community foundation — recommending a grant to Tri-Lakes Cares takes just a few minutes.
How to give:
Log in to your DAF provider’s portal and search for Tri-Lakes Cares by name or EIN, then recommend your grant.
Legal name: Tri-Lakes Cares
EIN: 74-2501356
Qualified Charitable Distributions
If you're 70½ or older, you can direct a gift from your IRA directly to Tri-Lakes Cares through a Qualified Charitable Distribution (QCD).
A QCD can satisfy some or all of your required minimum distribution (RMD), and the amount given typically isn't counted as taxable income — making it one of the most tax-efficient ways to give.
How to give:
Contact your IRA custodian to request a QCD to Tri-Lakes Cares using our legal name and EIN. If you let us know it’s coming, we can properly thank you.
Legal name: Tri-Lakes Cares, PO Box 1301, Monument, CO 80132
EIN: 74-2501356
Give a Gift of Stock
Donating appreciated stock directly to Tri-Lakes Cares can be one of the most tax-efficient ways to give. By transferring shares instead of selling them first, you may avoid capital gains tax altogether — often making your gift go further than an equivalent cash donation.
How to give:
Share our stock delivery instructions with your broker or financial advisor to initiate the transfer.
Legal name: Tri-Lakes Cares
EIN: 74-2501356
Beneficiary designations
Already have a retirement account or life insurance policy? Naming Tri-Lakes Cares as a beneficiary is one of the simplest ways to leave a lasting gift — it costs you nothing today and can be updated anytime as your life changes, no attorney required.
How to give:
Log in to your retirement account or life insurance provider’s portal and update your beneficiary information to include Tri-Lakes Cares.
Legal name: Tri-Lakes Cares
EIN: 74-2501356
We care about your future. Please consult with your tax advisor or financial professional before making decisions about your Planned Giving options.
Why Legacy Giving 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
Explore Gift Types
There are many ways to leave a gift that supports Tri-Lakes Cares' future, and it's worth taking a moment to find the one that fits your situation. Explore the gift types above to see what aligns with your goals.
Talk to your advisor
Download some of our Planned Giving information forms and brochures. Consult with your attorney, financial planner, or tax professional about the best option for your goals. They can give you guidance specific to your situation.
Let Us Know
Letting us know of your planned giving actions is helpful in a couple of different ways. First and most important, it helps us properly thank and recognize your generosity. It also helps us plan for Tri-Lakes Cares' future with confidence.
Celebrate Others Making an Impact
Planned Giving FAQs
Is a planned gift binding?
No. Most planned gifts, like a bequest in your will or a beneficiary designation, can be changed if your circumstances change.
Do I need a large estate to make a planned gift?
Not at all. Every gift, no matter the size or type, makes a lasting impact. Many of our most meaningful gifts come from donors who simply wanted their generosity to continue.
I already have a donor-advised fund or IRA. Do I need anything special from Tri-Lakes Cares to give this way?
No. Just our legal name (Tri-Lakes Cares) and EIN (74-2501356) are usually all your provider needs to process your gift.
Will my family know about my gift?
You choose how to share your intentions. Many donors involve family members in the planning process, while others prefer to keep it private.
Can I direct my planned gift to a specific program?
Yes. While many supporters give to Tri-Lakes Cares’ overall mission, you may choose to designate your gift for a specific program, such as food assistance, housing support, or stocking the pantry.
Will my planned gift be recognized publicly?
That’s up to you. We love celebrating our legacy donors and may acknowledge your generosity in our annual report or recognition materials. If you prefer to remain anonymous, we will fully honor your wishes.
What if I've already included Tri-Lakes Cares in my will or named us a beneficiary?
Please let us know. Sharing your intentions helps us plan for the future and properly thank you today.
Have a Question About Planned Giving?
I’d love to hear from you — I’ll get back to you as soon as possible.