Invest your legacy where it will make a difference
At Bicycle Colorado, we’re grateful for every gift we receive—no matter the size—but we understand that not everyone feels they can make a substantial gift today. Some prefer the increased flexibility that planned giving via a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
It may sound complicated to set up a beneficiary designation, but it is actually quite simple. In fact, it only takes three simple steps to make this type of gift. If you are interested in designating Bicycle Colorado as a beneficiary of your estate, here are a few simple steps to help you do it:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
- Name Bicycle Colorado as a beneficiary on the form and designate the percentage you would like to give to Bicycle Colorado (1-100%).
- Return the completed form to your plan administrator, insurance company, bank or financial institution.
That’s it! Easy, right?