Giving to Hilltop
Estate & Legacy Giving.
Let the care you show today continue into the future. Including Hilltop in your plans can help support people and families throughout western Colorado for generations to come.
Getting Started
A future gift rooted in what matters to you.
Legacy giving means including charitable support in your long-term plans. A gift through a will, trust, or beneficiary designation can reflect your values alongside provisions for the people you love.
Your support can help Hilltop continue serving children and families, people receiving brain injury services, older adults, and neighbors working toward safety and independence.
Begin with your priorities. Your advisors can help you choose an arrangement, and our Development Team can help clarify how your gift could support Hilltop.
Questions to consider
- What people and causes do you want your plans to support?
- Would a specific amount, percentage, or remainder gift fit your goals?
- Do you want your gift to support Hilltop broadly or a particular area of service?
- Which arrangements should you review with your attorney or account provider?
Ways to include Hilltop in your plans
Explore these possibilities with your advisors and confirm recipient details with Development.
A gift in your will or trust
Work with your attorney to include a charitable gift in your will or trust. You might choose a specific amount, a percentage, or a share of what remains after other provisions are met.
Retirement account beneficiaries
Ask your retirement plan or IRA provider about naming a charity as a beneficiary of all or a portion of an account. Review plan requirements and any spousal-consent rules with your advisor.
Life insurance beneficiaries
Discuss naming Hilltop as a beneficiary of a life insurance policy with your insurer and advisor. Confirm the required designation and Hilltop’s legal details before submitting the form.
A donor-advised fund legacy
Ask your DAF sponsor whether you can recommend Hilltop as a charitable beneficiary of the remaining fund balance. Available arrangements and approval requirements depend on your sponsor.
Planning Your Gift
A conversation is a good place to begin.
You do not need a completed plan to get in touch. We can discuss your interests and provide the organizational information your advisors need.
Three steps to take
- Talk with your advisors. Review your family priorities, assets, and estate documents.
- Connect with Hilltop. Confirm the legal recipient name, tax identification number, and any intended gift designation.
- Complete and review your arrangements. Work with your attorney or provider to put the plan in place and revisit it as circumstances change.
Questions about estate and legacy giving
Do I need to decide on a gift amount now?
You can begin by discussing your goals without choosing an amount. Your attorney or advisor can explain how a fixed amount, percentage, or remainder gift would fit your broader plans.
Can I change my plans later?
Many gifts arranged through a revocable will, trust, or beneficiary designation can be changed, but not every arrangement is revocable. Ask your attorney or provider about the terms of your specific plan.
What legal name and tax identification number should I use?
Contact Hilltop’s Development Team for confirmed recipient details before your attorney drafts a provision or you complete a beneficiary form. Our team can also discuss your intended purpose for the gift.
Can I direct a gift to a particular program?
Talk with Development about your interests before finalizing a restriction. Programs and community needs can change over time; your attorney can help draft language that reflects your wishes while allowing for future circumstances.
Will this create a tax deduction now?
Simply naming a charity in a revocable estate plan generally does not create a current federal income-tax deduction. A qualifying charitable bequest may reduce a taxable estate. Actual tax consequences depend on your assets, arrangements, and applicable law. Consult your tax advisor.
Should I tell Hilltop if I have included it in my plans?
We welcome the opportunity to thank you and understand your wishes. Sharing your intentions is optional and does not replace a valid will, trust, or beneficiary designation. You do not need to send your full estate documents through the inquiry form.
Can Hilltop prepare my will or estate documents?
Your attorney and financial or tax advisors should prepare and review your legal arrangements. Hilltop’s Development Team can provide organizational information and help discuss the charitable purpose of your gift.
Connect With Development
Already included Hilltop in your plans?
If you would like to share your intentions, we would be glad to hear from you. Let us know what inspired your gift and whether you have questions about supporting Hilltop’s future.
Helpful details to share
- Your name and preferred contact information
- The type of arrangement you are considering, if known
- Your interests in Hilltop’s programs or services
- Questions you or your advisors would like us to answer
Please leave account numbers and full estate documents out of the inquiry form.
The care you give can carry forward.
Help future generations find support, connection, and opportunities through Hilltop.
Planning information and resources
This page provides general information, not individual legal, tax, or financial advice. Work with qualified advisors to prepare your documents and confirm the requirements and tax treatment of your arrangements.