Explore the Giving Options That Align With Your Legacy

Your planned gift can be a powerful expression of your values. Whether you’re looking for simplicity, retirement income, or a tax-smart way to give, there’s a path that aligns with your goals. Below are our most popular and flexible giving options.

Bequests

Include Compassion & Choices in your will or trust

Bequests are one of the most straightforward and flexible ways to make a lasting impact, without affecting your finances during your lifetime.

Benefits:

  • Retain full control of your assets now
  • Easily revise at any time
  • May reduce estate taxes for heirs
Vicky York considering information on a screen

Bequests

Include Compassion & Choices in your will or trust

Bequests are one of the most straightforward and flexible ways to make a lasting impact, without affecting your finances during your lifetime.

Benefits:

  • Retain full control of your assets now
  • Easily revise at any time
  • May reduce estate taxes for heirs

Retirement Assets (IRAs, 401(k)s, etc.)

A tax-smart way to give—now or later

Retirement accounts are among the most tax-efficient assets to donate. You can support Compassion & Choices by naming us as a beneficiary of your IRA or 401(k). Additionally, you can use your IRA if you’re 70½ or older to make a Qualified Charitable Distribution (QCD) during your lifetime.

Ways to give through retirement assets:

  • Future gift: Name C&C as a beneficiary—no legal fees required
  • Current gift: Using your IRA, make a QCD of up to $108,000/year starting at age 70½
  • New in 2025: Use a QCD to fund a Charitable Gift Annuity (CGA) or Charitable Remainder Trust (CRT)
Aris Allen looking at his father's statue

Retirement Assets (IRAs, 401(k)s, etc.)

A tax-smart way to give—now or later

Retirement accounts are among the most tax-efficient assets to donate. You can support Compassion & Choices by naming us as a beneficiary of your IRA or 401(k). Additionally, you can use your IRA if you’re 70½ or older to make a Qualified Charitable Distribution (QCD) during your lifetime.

Ways to give through retirement assets:

  • Future gift: Name C&C as a beneficiary—no legal fees required
  • Current gift: Using your IRA, make a QCD of up to $108,000/year starting at age 70½
  • New in 2025: Use a QCD to fund a Charitable Gift Annuity (CGA) or Charitable Remainder Trust (CRT)

Charitable Gift Annuities (CGAs)

Turn your gift into dependable income for life

With a CGA, you make a gift to Compassion & Choices and receive fixed payments for life. It’s a win-win: reliable income for you, and lasting impact for others.

Benefits:

  • Fixed income for life
  • Partially tax-free payments
  • Immediate charitable deduction
  • Leave a legacy of compassion
Lynda & Paul Bluestein posing a still from Other Side Film

Charitable Gift Annuities (CGAs)

Turn your gift into dependable income for life

With a CGA, you make a gift to Compassion & Choices and receive fixed payments for life. It’s a win-win: reliable income for you, and lasting impact for others.

Benefits:

Bank Accounts and Certificate of Deposits (CDs)

You can make a powerful impact on the future of end-of-life care by naming Compassion & Choices as a beneficiary of your bank account or certificate of deposit (CD). This type of gift—called a “payable on death” (POD) designation—allows you to transfer assets directly to our organization without going through probate or updating your will.

It’s a simple process: just request a POD form from your bank or credit union and name Compassion & Choices as a beneficiary. You keep full control of your assets during your lifetime, and your gift supports our mission when the time comes

Two women smiling in front of a fireplace

Bank Accounts and Certificate of Deposits (CDs)

You can make a powerful impact on the future of end-of-life care by naming Compassion & Choices as a beneficiary of your bank account or certificate of deposit (CD). This type of gift—called a “payable on death” (POD) designation—allows you to transfer assets directly to our organization without going through probate or updating your will.

It’s a simple process: just request a POD form from your bank or credit union and name Compassion & Choices as a beneficiary. You keep full control of your assets during your lifetime, and your gift supports our mission when the time comes

Charitable Remainder Trusts (CRTs)

Support your loved ones—and your values

A CRT provides income to you or your loved ones for life or a term of years. Afterward, the remaining balance supports Compassion & Choices.

Benefits:

  • Lifetime or term income
  • Potential tax savings on appreciated assets
  • Leave a legacy without sacrificing income
Guillermo Chacon standing in front of a bookshelf smiling

Charitable Remainder Trusts (CRTs)

Support your loved ones—and your values

A CRT provides income to you or your loved ones for life or a term of years. Afterward, the remaining balance supports Compassion & Choices.

Benefits:

  • Lifetime or term income
  • Potential tax savings on appreciated assets
  • Leave a legacy without sacrificing income

Real Estate & Other Non-Cash Assets

Maximize your impact—without affecting your cash flow

Examples of Assets You Can Give:

  • Homes, vacation property, land, and rental or investment properties
  • LLC, S-Corp, or C-Corp interests
  • Stock and mutual funds

Benefits:

  • Avoid capital gains tax
  • Receive a charitable deduction
  • Make a large impact with non-cash assets
Andrew Flack standing on his front porch smiling.

Real Estate & Other Non-Cash Assets

Maximize your impact—without affecting your cash flow

Examples of Assets You Can Give:

  • Homes, vacation property, land, and rental or investment properties
  • LLC, S-Corp, or C-Corp interests
  • Stock and mutual funds

Benefits:

  • Avoid capital gains tax
  • Receive a charitable deduction
  • Make a large impact with non-cash assets

Not Sure Which Option Is Right for You?

We’re here to help. Whether you’re exploring your options or ready to make a gift, our Planned Giving team can guide you—confidentially and with no obligation.

General Mailing Address:
Compassion & Choices
8156 S Wadsworth Blvd #E-162
Littleton, CO 80128

Mail contributions directly to:
Compassion & Choices Gift Processing Center
PO Box 485
Etna, NH 03750

Compassion & Choices is a 501 C3 organization. Federal tax number: 84-1328829

candid seal platinum 2026
great non profits 2025
Question 1 of 14

Your information entered here will be included on the final copy of your Dementia Advance Directive (addendum).

Name
Birth Date
Paso 1 de 14

Yo estoy completando este documento porque quiero que mi(s) persona designada (s) en la toma de decisiones, médicos y equipo de atención médica, familia, cuidadores y seres queridos conozcan mis deseos respecto al tipo de cuidados que deseo si vivo con demencia.

Nombre
Fecha de nacimiento
Question 1 of 14

Your information entered here will be included on the final copy of your Dementia Advance Directive (addendum).

Name
Birth Date