Planned Giving

The future of Adventure Unlimited and DiscoveryBound depends on support from donors like you!

How to Word a Bequest

To make a significant future gift to Adventure Unlimited - DiscoveryBound through your estate plan, please consider us in your will, and/or as a beneficiary to your retirement plan (401k, 403b, IRA), or life insurance policies. Sample language:

“I give, devise and bequeath [$___ or ___ %] of the rest and residue of my estate to Adventure Unlimited, 5201 S. Quebec Street, Greenwood Village, Colorado, to be placed in [choose option: General Endowment or the Annual Fund].”

We understand that some beneficiary forms require an organization’s Federal Tax Identification Number. Adventure Unlimited’s number is: 43-0798771.

Please work with your advisor to ensure the proper legal language is included in your estate plans. If we are included in your estate plan, please let us know and you will become a member of our Summit Society. We would love to thank you for your meaningful support!

Charitable Gift Annuities

A Charitable Gift Annuity (CGA) is a simple contract between Adventure Unlimited and the donor(s). The contract allows up to two beneficiaries for each CGA. Once the donor(s) gives the principal gift ($10,000 minimum, cash or stock gift) to Adventure Unlimited, we guarantee to pay to the beneficiary(s) a fixed income for life (on a quarterly basis). The benefits to you are an immediate income tax deduction and the donation is exempt from federal estate taxes. The principal of the gift comes to Adventure Unlimited for immediate use. Effective March 2013, Sample Charitable Gift Annuity rates based on a CGA of $10,000 include*:

Contact us by email, or by phone at 303-779-3000 x107, for a Charitable Gift Annuity proposal.

*All payout rates are based on the recommended rates from the American Council of Gift Annuities (ACGA). Charitable deductions are based on an IRS discount rate that fluctuates on a monthly basis. For a most accurate proposal based on your age and gift amount, please contact us for details. 

Charitable Lead Trusts

A Charitable Lead Trust (CLT) can be set up to pay either a fixed annuity or a unitrust amount to a charitable organization, like Adventure Unlimited. It can pay a fixed dollar amount yearly or a fixed percentage of the fair market value of the trust’s assets. There is no limit on the amount of time a CLT can remain in effect. It must be for either a predetermined number of years or until the donor’s death. CLTs are often the tool of choice for individuals with assets that have a high potential for future appreciation as the beneficiaries will reap the benefit upon receipt. Please review this option with your attorney.

Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) is a tax-exempt entity. For this reason, CRTs can be extremely useful for individuals who want to sell appreciated assets, such as clients eager to liquidate highly appreciated, concentrated stock portfolios in order to reallocate the money within more diversified portfolios or to create income streams for themselves or beneficiaries. In addition, a grantor can claim a tax deduction for their CRT donation equal to the present value of the charitable remainder interest. Please review this option with your attorney.

If you have any questions or to find out more about these Planned Giving options send us an email or call 888.416.7348 x107.