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Click on these documents to open and save them for your use.  

The Endowment and Planned giving primer provides a broad array of information about how a Center may administer a planned giving program.  It includes sample policies and documents you might need. 

The Center Bequest Brochure is a sample that is currently in use at a Center.  The contact information can be customized for your Center.  Send your information to the Foundation executive by email, and we will return a version to you that will be ready for a commercial printing establishment.      

If you have questions about any of these documents.  please contact Gary Schrenk at gschrenk@somfoundation.org or 720-279-1623.

Endowment and Planned Giving Primer

Center Bequest Brochure

Planned Giving Program Creation Checklist