Planned Giving

Laying the Clayton Cornerstone, 1909

Because of the generosity of our founder George W. Clayton and supporters like you, Clayton Early Learning has grown from serving 40 pupils at the end of 1911 to impacting more than 20,000 children each year in Colorado through the four pillars of our work - Research, Training, Practice and Advocacy.

You can be an integral part of our future by including a gift to Clayton Early Learning in your overall estate plan. When you plan your gift, you provide long-term support for quality of early childhood education in Colorado by helping us to sustain our work another 100 years, while also benefiting you and your family.

Maximum Flexibility

The future is uncertain. You can create a planned gift today while simultaneously retaining control over these assets for the balance of your life. Such gifts are called revocable gifts.

Unless you are confident that you will not outlive your assets, a revocable planned gift is almost always the best option. These gifts are generally one of the following:

·         Bequest in a Will or Living Trust

·         Beneficiary in IRA or Retirement Plan

·         Beneficiary Designation in Life Insurance Policy

By naming Clayton Early Learning in your will, living trust or as a beneficiary, you can protect yourself against an uncertain future. There is never any expectation or obligation to complete any gift. Should you ever need these assets, they are available. If not, your gift will come to Clayton Early Learning exactly as you desire.

Maximum Tax Benefit

Clayton students, circa 1993

In the 1990s, Clayton offered preschool as well as programs for school-aged children who benefited from supplemental care and education supports outside of the traditional public school setting.

Revocable vs. Irrevocable Gifts

The IRS provides important tax incentives to encourage support for charitable organizations. To qualify for any given tax benefit, a gift typically must be irrevocable. In other words, that gift must be complete and not subject to any revocation by the donor. An irrevocable gift should only be made after proper reflection and consultation with your legal and financial advisors.

With proper planning, such gifts can provide important income and tax benefits for you and your heirs. Examples of these gifts include Charitable Remainder Trusts, Charitable Lead Trusts and Charitable Gift Annuities. Clayton can help you explore the benefits that may result from irrevocable planned gifts. Currently, however, we are focusing our efforts on revocable gifts including bequests and beneficiary designations.

For further information about making a planned giving gift, please contact Sarah Berkman directly at (303) 398-8569 or by email.


Information for Advisors

It is always important to consult your professional advisor when considering an estate gift. The following information can help your advisor facilitate your desired estate gift:


Other Arrangements

Clayton Early Learning encourages estate gifts through other arrangements, including Charitable Remainder and Charitable Lead Trusts. However, Clayton Early Learning and employees of Clayton prefer not to serve as Trustee for these gifts.


Today, Clayton supports growth, health and learning in children's earliest and most formative years.

Your gift ensures that more children will begin life with equitable opportunities to achieve in school and the years beyond.

How Your Gift Will Benefit Children

Unless otherwise noted, all estate gifts are directed to the Clayton Early Learning general operating endowment fund. Donors who make estate or outright gifts may designate their gift for a specific purpose. Such gifts can be designated to meet current needs or to support an existing endowment fund for the specified purpose. 

For more information about planned giving please contact Sarah Berkman via email or phone at (303) 355-4411 267.

 

Your generosity will impact the lives of children for many years to come. Thank you for making Clayton Early Learning a cornerstone of your legacy!

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