Planned Giving Assistance

Local Planned Giving Assistance

The Scottish Rite Foundation of Colorado offers a full range of gift options. These are explained on our brochure, Pathways to Planned Giving. If you would like a copy of the brochure or more information, please call the Foundation office in Denver at 303-861-2410 (toll-free 1-866-289-6797), or send an email request to the Foundation at r-i-t-e-c-a-r-e at scottish-rite-foundation dot org.

National Planned Giving Assistance

In addition, the Foundation works with planned giving staff at the Scottish Rite Foundation, Southern Jurisdiction — located in Washington, D.C. — in the management of many of these gift plans and you are welcome to consult with this staff. Their toll-free direct line is 1-866-448-3773.

Please be assured that your charitable beneficiary, when designated as the Scottish Rite Foundation of Colorado, will be the recipient of your plan's charitable gift — even though the plan may be managed by the Scottish Rite Foundation in Washington, D.C.

Importance of Consultation with your Personal Professional Advisors

Planned gifts usually include legal documents and often require the assistance of a qualified professional advisor to complete. Because of the size and potential impact of such gifts, a donor should always consult with his or her professional advisors before completing the process.

Not all gift vehicles are appropriate for everyone. While the Scottish Rite Foundation of Colorado can provide additional information, only you and your advisors (such as accountants, financial planners, and attorneys) are aware of the details of your financial situation and have the knowledge and expertise to provide you with tax and financial advice.

Prior to making a gift, it is important that you discuss your intentions with your advisors to be sure that the gift is one that will meet your philanthropic needs and fit into your broader financial plan.

Planned giving information is provided by the Foundation with the understanding that the Scottish Rite Foundation of Colorado and the Scottish Rite Foundation for the Southern Jurisdiction are not engaged in rendering legal, accounting, or other professional service. If legal advice or other expertise is required, the services of a competent professional should be sought.
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