Building Your Legacy Through Planned Giving

Include the Rose Foundation in a Will or Bequest

Donors may significantly reduce estate taxes by including the Rose Foundation in their will, living trust, retirement plan or insurance policy, while establishing a permanent legacy to benefit communities and the environment. For example, it's easy to add the Rose Foundation as a 5% beneficiary to your IRA – adding a charitable element to your estate plan can reduce future estate taxes. The Rose Foundation can refer donors to several excellent legal and financial planning specialists for assistance in structuring a planned gift. For more information, please contact our Executive Director, Tim Little.

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 the 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 the 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, the 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 the 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 the Rose Foundation.