Leave a Legacy
Leave a Legacy: Your gift will create a lasting impact, supporting conservation, environmental justice, human rights, and resilient communities.
Build a Greener and Just Future
For over 30 years, the Rose Foundation for Communities and the Environment has empowered emerging grassroots groups and youth from frontline communities. Through skills, knowledge, and resources, we help build their capacity, resilience, and ability to create lasting impact.
Your legacy gift ensures that future generations of community leaders, grassroots activists, and youth have the resources they need to thrive and take action for a healthy environment and a just future. Whether you designate a bequest in your will, establish a charitable trust, donate property or stocks, or name us as a beneficiary of your retirement plan or life insurance policy, your generosity will make a profound and lasting difference.
Together, we can make a difference that lasts a lifetime.
For more information on how to include us in your planned giving, please contact Aiko Pandorf, apandorf@rosefdn.org. Rest assured, all requests for information are without obligation and are held in the strictest confidence. Your donor records are highly confidential and protected by our organization’s policy. For legal and financial advice, we encourage you to speak with your professional advisors regarding the best form of your gift.
Thank you for considering a legacy gift to support our mission.
Planned Giving
Ensure A Lasting Impact With A Will, Living Trust, Or Ira Gift
Secure your legacy of environmental stewardship and social justice by including the Rose Foundation for Communities and the Environment in your estate plans. Planned giving through your will, living trust, or IRA allows you to make a meaningful contribution to our mission, ensuring that we can continue to protect vulnerable communities and promote sustainable practices for generations to come.
Including the Rose Foundation in Your Will or Living Trust:
Benefits of Planned Giving:
- Enduring Impact: Your gift supports long-term environmental and social justice initiatives.
- Flexible Options: Tailor your giving to your financial and philanthropic goals.
- Tax Advantages: Enjoy potential tax benefits by making a planned gift.
By naming the Rose Foundation as a beneficiary in your will or living trust, you can make a significant impact. Here is suggested bequest language to share with your attorney:
"I, [Name], of [City, State, Zip Code], give, devise, and bequeath [Written Amount, Percentage of Estate, or Description of Property] to the Rose Foundation for Communities and the Environment, a nonprofit organization currently located at 201 4th Street, Suite 102. Oakland, CA 94607, for its unrestricted charitable use and purpose."
Giving from Your IRA: Donating from your Individual Retirement Account (IRA) is another powerful way to support our work. Individuals aged 70½ or older can make a tax-free Qualified Charitable Distribution (QCD) directly from their IRA to the Rose Foundation. This can satisfy your required minimum distribution while benefiting our mission. Contact your IRA custodian and follow their procedures to request a “Qualified Charitable Distribution.”
Let's Connect
For more information on planned giving, including making a bequest or IRA gift, please contact Aiko Pandorf, apandorf@rosefdn.org or visit our donation page. Thank you for considering a planned gift to the Rose Foundation. Together, we can create a healthier, more equitable world.
Establish A Charitable Remainder Trust Or Charitable Gift Annuity
Create a lasting legacy with the Rose Foundation through a Charitable Remainder Trust (CRT) or Charitable Gift Annuity (CGA), starting with a minimum gift of $100,000 or $10,000 respectively. Donate highly appreciated, long-term securities to safeguard a charitable deduction and preserve estate value.
A Charitable Remainder Trust allows you to convert assets into lifetime income, receive a significant tax deduction, and make a substantial gift to support the Rose Foundation's mission. Alternatively, a Charitable Gift Annuity offers fixed payments for life in exchange for your contribution, providing tax advantages and the satisfaction of supporting a cause you care deeply about.
Choose a CRT or CGA to secure immediate tax benefits, reduce future estate taxes, and ensure lifetime income for yourself and/or a beneficiary. Your decision not only supports our ongoing work but also strengthens your financial future.
Let's Connect
For more information on establishing a Charitable Remainder Trust or Charitable Gift Annuity with the Rose Foundation, please contact Aiko Pandorf, apandorf@rosefdn.org or or visit our donation page.
Leave Property
Make a lasting impact by donating property to the Rose Foundation for Communities and the Environment. Your generous contribution can support our mission to promote environmental stewardship and social justice. Whether it’s land, a building, other real estate, or even personal treasures like art, artwork, jewelry, antiques and other physical objects; your donation will help us protect vulnerable communities from environmental hazards, foster sustainable practices, and empower those most affected to have a voice in the decisions that shape their lives.
Why Donate Property?
- Support Our Mission: Your property donation directly supports our environmental and social justice initiatives.
- Tax Benefits: Property donations may provide significant tax advantages. Consult your tax advisor to learn more.
- Legacy: Create a lasting legacy by ensuring that your property benefits future generations.
Let's Connect
For more information on how to donate property, please contact Aiko Pandorf, apandorf@rosefdn.org or visit our donation page. Thank you for considering a property donation to the Rose Foundation. Together, we can build a healthier, more equitable world.
Donate Securities
Create a lasting legacy with the Rose Foundation through a Charitable Invest in change. Donate securities and make your impact last.
Unlock the power of your investments by donating securities to our organization. When you give appreciated stocks, bonds, or mutual funds, you not only make a significant impact but also potentially benefit from substantial tax advantages. Donating securities allows you to avoid capital gains tax and receive a charitable deduction for the fair market value of the donation, maximizing the value of your gift and reducing your tax burden. If the donation exceeds 30% of AGI, carry the excess forward for up to five years. Avoid capital gains tax by donating securities directly instead of selling them for a cash donation.
For all adjustments to your estate plan, we recommend you consult your legal and/or financial specialist.
Let's Connect
Your generosity fuels our mission and helps us reach new heights. It's a simple and effective way to support our cause while optimizing your financial portfolio. To learn more about the process and start making a difference today, contact Aiko Pandorf, apandorf@rosefdn.org or visit our donation page.