Planned Giving

The Yampa Valley Medical Center Foundation is not engaged in rendering legal or tax advice. For advice and assistance in specific cases, donors are encouraged to seek legal counsel.

A bequest is a gift through your will or living trust that provides support to YVMC after your lifetime. Bequests offer flexibility and can be structured to fit your personal situation. The gift is revocable, so you can change your mind at any time should your circumstances change. Although legal consultation is advisable before you establish any type of will provision, you can make your gift in as little as one sentence:

“I give and bequeath to Yampa Valley Medical Center Foundation, PO Box 883415, Steamboat Springs Colorado 80488, federal tax identification number 31-1806773, ______% of my total estate passing under my Will (or you can give a specific dollar amount) to be used for unrestricted use (OR for the following purposes: ____________________) “

RESIDUAL BEQUEST: A residual bequest comes to Yampa Valley Medical Center Foundation after your estate expenses and specific bequests are paid.

SPECIFIC BEQUEST: Naming Yampa Valley Medical Center Foundation as a beneficiary of a specific amount from your estate.

CONTINGENT BEQUEST: Yampa Valley Medical Center Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled.

RETIREMENT PLAN: You may name Yampa Valley Medical Center Foundation as a beneficiary of your IRA or other qualified retirement benefits. To make a charitable gift from your retirement plan, simply enter “Yampa Valley Medical Center Foundation” and Federal Tax ID: 31-1806773 on the Change of Beneficiary Form available from your plan administrator. Consult with your advisor to determine the benefits you would derive from such a gift.

NEXT STEPS:

1. Obtain legal help before establishing any type of will provision.
2. Notifying us of your intended bequest allows us to thank you and make sure we have a clear understanding of your plans.
3. Please use our legal name, address, and Federal Tax ID if incorporating Yampa Valley Medical Center Foundation into your plans.

FOR FURTHER INFORMATION: We would be pleased to work with you and your advisor to determine the gift that best suits your situation and interests. For confidential information on how to create a legacy gift please contact Karen Schneider, Karen.Schneider@uchealth.org or 970.871.2522.