Revocable Gifts

The future is uncertain.  However, you can still create a legacy gift today while simultaneously retaining full control over your assets for life.  These gifts are called revocable gifts.  These gifts are generally one of the following:

  • Bequest in a Will or Living Trust
  • Beneficiary Designation in IRA or Retirement Plan
  • Beneficiary Designation in Life Insurance Policy
  • POD arrangement for a bank account

For more information about these options, please contact Marcy Rubic, Executive Director, at or (303) 429-0688.