University of Colorado

A Guide to Gift Planning - June 2015

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PG15010 | June 2015 | SP As the planned giving resource for the University of Colorado, we are happy to assist with information and ideas to help you create a planned gift. Conversations with us are confidential, and we are always available to work with you and your personal adviser. Contact us today to plan a legacy gift that will help the University of Colorado continue to thrive. Start Planning Today Financial flexibility is central to giving to UCCS: how, when and where you want to give is done on your terms. Gift Planning and Leadership Giving University of Colorado 10901 W. 120th Ave., Suite 200 Broomfield, CO 80021 303.541.1229 CU FOUNDATION TAX ID: #84-6049811 WILL AND TRUST GIFTS AND BENEFICIARY DESIGNATIONS SHOULD BE MADE TO THE: "University of Colorado Foundation for the benefit of the University of Colorado [campus, college, school, unit] and shall be used for [purpose]." IRS CIRCULAR 230 NOTICE: The University of Colorado System does not provide individual legal, tax or financial advice. Consequently we urge you to seek the advice of your own legal, tax or financial professionals in connection with gift and planning matters. This communication is not intended or written to be used and cannot be used for the purpose of avoiding tax-related penalties. JOHN SCHULTZ ('53) AND HIS LATE WIFE CYNTHIA have had a deep connection to Colorado Law. John donates to the Loan Repayment Assistance Program, a natural extension of the other ways he supports the Law School: scholarships, the Wolf Law building and the Colorado Law lecture series. Planned-gift donors like John are recognized with membership in the HERITAGE SOCIETY. We are pleased to recognize the benefactors who fuel CU's future, although you may remain anonymous if you wish.

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