Include Rose Foundation in a Will or Bequest
Donors may significantly reduce estate taxes by including Rose Foundation for Communities and the Environment in their will, living trust, retirement plan or insurance policy. For example, it’s easy to add a charitable element to your estate plan by naming Rose Foundation as a beneficiary of your IRA, 401K or life insurance plan. In most cases, all you have to do is ask your plan administrator to send you a beneficiary designation form. When you fill out the beneficiary designation form, it’s always a good idea to check with Rose Foundation to make sure you have our accurate address and tax ID number. It’s also possible to donate other assets including real estate. For more complex estate planning considerations, Rose Foundation can refer donors to excellent legal and financial planning specialists for assistance in structuring a planned gift. Regardless of what you choose to give, you’ll know that your gift will pay forward into the future to support conservation, environmental justice, human rights and strong communities.
Establish a Charitable Remainder Trust or Charitable Gift Annuity
Donating highly-appreciated, long-term securities can protect a charitable deduction and estate value from a future market downturn. It is possible to structure a gift so that the donor receives income and/or the use of the property for the remainder of his or her life, while providing for the long-term security of Rose Foundation. A range of giving options can provide an immediate tax advantage and reduce future estate taxes while providing lifetime income for the donor and/or a beneficiary. In some cases, the new lifetime income stream may greatly exceed the current income produced by a highly-appreciated (but low-dividend) stock.
Charitable Gift Annuity: Minimum gift – $10,000
Charitable Remainder Trust: Minimum gift – $100,000
Fund Management
All funds entrusted to Rose Foundation are managed in accordance with high standards of financial prudence, plus consideration of our environmental mission. Therefore, in addition to asset preservation, reliable earnings and growth potential, Rose Foundation’s Investment Guidelines require its investments to meet environmental and social criteria. Over the last ten years, Rose’s endowments have posted returns which match those of the broad market indices, while the weight of the corpus supports the overall mission of Rose Foundation.
The statements made herein are not intended to serve as tax advice. Please consult your tax professional for advice about maximizing the tax benefits of your donation to Rose Foundation.
FOR MORE INFORMATION
Tim Little, Executive Director
Email: tlittle[AT]rosefdn.org (please replace AT with @)
