Start A Donor-Advised Fund
Establish a Donor Advised Fund to fulfill your philanthropic vision.
Why Start a Fund?
Together, we create a plan that aligns with your wishes and our rigorous social investment standards. Our knowledge of environmental justice, equity, conservation, corporate accountability, and grassroots power informs every fund we host.
Connect to Get Started
Contact us to explore the potential donor advised fund options at the Rose Foundation.
Grantmaking Philosophy
At Rose, we believe in a powerful connection between environmental stewardship, community power, consumer protection, civic participation, and a thriving economy.
These principles are put into practice through our programs, network and organizational grantmaking.
We live in a time of increasing environmental urgency, wealth inequality, and global injustices. Your Donor Advised Fund here at Rose helps you provide an immediate, vital and personal response to the climate crisis, environmental injustices, and threats to communities locally and throughout the US.
Those closest to the problem are the most equipped to solve it. People must be involved in decision-making and solutions that affects themselves and their communities. We can help you steer resources towards community-driven solutions to today’s most pressing problems.
In addition to efficiently channeling grants to charities that you recommend, Rose’s extensive network of environmental justice, conservation, corporate accountability and consumer rights advocates provides an opportunity for you to learn about and support new and emerging groups throughout the country.
Types of Donor Advised Funds
Rose offers the following types of Donor Advised Funds.
Your Charitable Checkbook
By using the Rose Foundation as your Charitable Checkbook, you combine the tax benefits of donating highly-appreciated assets such as stocks, and the ease of making a single donation with the satisfaction of supporting any number of charities which you then choose and advise Rose to support from your fund.
You can add to your fund or make grant recommendations at any time, and any unused funds simply roll over to the next year and remain fully available to you. In addition to naming favorite charities for grants from your fund, you can also ask Rose to research an area of interest and/or introduce you to groups that fit your giving profile but whom you may not know about yet. The minimum donation needed to establish a new Charitable Checkbook Fund is $25,000.
FAQ
Recognition Fee: To recover the basic costs of setting up your fund and managing your gift, Rose will retain 1% of your opening gift (and any future gifts). Example: If you open a Charitable Checkbook Fund with a $25,000 gift, Rose will retain $250 (1%) upon receipt of your gift.
Grantmaking Charge: To recover our costs associated with awarding and administering the grants you recommend, we will charge your fund a 5% grantmaking fee at the time of each grant award. Example: if you recommend a $10,000 grant from your fund, Rose will charge your fund $500 at the time we issue the grant.
Annual Maintenance Fee (For permanently endowed funds only) :
Since each endowed fund is invested in a separate named account with interests and earnings accruing thereto, Rose will charge an annual maintenance fee scaled to the size of the fund. The annual percentage is reduced for larger endowments. Example: Our base maintenance fee is 1% (assessed quarterly at a rate of 0.25% per quarter).
No! While we gratefully accept cash donations, many donors prefer to give stock or other appreciated investments in order to save on capital gains tax. We can also work with you to accept real estate or other valuable property.
If you know exactly what charities you want to support, now and in the future, a commercial DAF could be a good low-cost option. But if you want to support grassroots-focused, equity-driven power building, we are tracking the work of hundreds of environmental justice, conservation, and consumer rights organizations across the county. In addition to efficiently executing your funding recommendations, our team is ready to provide you with introductions and recommendations regarding groups who are squarely in your funding bullseye, but whom you may not know yet.
When we execute your fund agreement, we'll work with you to name alternate or successor advisors, and generally make sure your fund agreement is forward-looking and able to accommodate the normal changes all of us experience in life.
Stay Connected
Change is happening! Receive updates on grantee successes, upcoming grants, and opportunities to make a difference. Join our community and be a vital part of the environmental justice movement.