Think about how many places you have money saved. They may include:
Now ask yourself: When I set up these accounts, did I remember to add a beneficiary? If so, did I inform that person?
Naming a loved one as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to protect them in the future. You can also name a favorite nonprofit, like Bravo! Vail Music Festival, as a beneficiary.
Unfortunately, many people and nonprofits aren’t aware that they have been named to receive a gift. Informing them helps preserve your intentions and avoid hassle and confusion.
Bravo! Vail is currently building its endowment through legacy gifts. If you have included us as beneficiary of your estate, please let us know. Your gift will help us Build a Bridge to the Future.
Protect the people and causes you love by following this simple step: Alert your beneficiaries that you have a life insurance policy or have named them as a beneficiary of a retirement plan. Share the location and details of the policy or plan with them.
As you update your beneficiary designations, we hope you will consider making a gift of a life insurance policy or retirement plan to Bravo! Vail to help preserve our world-class music festival for generations to come. We would be honored if you would notify us of your decision so that we can honor you as a member of our Encore Society.
We Want to Hear From You
If you have already named Bravo! Vail Music Festival as beneficiary of a life insurance policy or retirement plan assets, please contact Jason Denhart at email@example.com or 970.827.4305 today. If you are still creating your estate plan, we would be happy to answer any questions you may have about making this type of gift.