rose foundation
The Rose Foundation
6008 College Ave,
Suite 10
Oakland, CA 94618
(510) 658-0702
fax (510) 658-0732
email us

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The Rose Foundation
for Communities and the Environment
Supporting the Rose Foundation

All donations to the Rose Foundation are tax deductible to the full extent permitted by law. All gifts are acknowledged and the Foundation will provide a receipt for tax purposes.

If you are considering a non-cash or stock donation, please contact the office for instructions. Contacts us at (510) 658-0702 or rose@rosefdn.org

Send your check to: The Rose Foundation, 6008 College Ave. Suite 10, Oakland, CA 94618

See the Rose Foundation's Privacy Policy

To donate online click donate:

Increasing Your Donation Options & Tax Benefits

Donating Appreciated Stock
Donating stock or property to the Rose Foundation can produce a variety of tax benefits:

  • Maximize Tax Deduction
    Donors who contribute stock, bonds, or mutual fund shares that have been held for more than one year are entitled to an income tax deduction for the donated assets’ full market value, avoiding all capital gains liability on the securities' appreciation. If the value of the donation exceeds 30% of the donor's adjusted gross income, the excess may be carried forward for up to five years.

  • Avoid Capital Gains Tax on the Sale of Appreciated Securities
    By giving securities directly instead of selling stock to fund a cash donation, donors avoid capital gains tax on the sale of appreciated securities.

Wills and Bequests
Donors may significantly reduce estate taxes by including the Rose Foundation in their will, living trust, retirement plan or insurance policy. 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. Donating highly-appreciated, long-term securities can protect a charitable deduction and estate value from a future market downturn.

Donating Property
A gift of a residence, farm, vacation home or other property can reduce income and/or capital gains tax liability, eliminate carrying costs, and remove the property from the donor's taxable estate.

Charitable Remainder Trusts & Charitable Gift Annuities
These options can provide an immediate tax advantage and reduce future estate taxes while providing lifetime income for the donor and/or a beneficiary. In many 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


For more information about donating stock or planning a gift to the Rose Foundation,
please call Tim Little at (510) 658-0702.

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.

PRIVACY POLICY
The Rose Foundation is committed to protecting the privacy of its donors, funders, colleagues and friends. As such, the Foundation does not share, trade or sell information about its donors or funders to third parties in any form, for any purpose. This includes, but is not limited to, e-mail addresses. The Foundation does not have an electronic mailing listserve. From time to time the Foundation does send out materials such as requests for proposals, press releases or reports produced by the Foundation or its grantees to friends, donors, colleagues, grantees, potential applicants or the media. These materials are sent only to those specific people or organizations that the Foundation believes will be interested in that particular correspondence. While fully complying with all legal requirements related to identifying donors and funders, the Foundation does not publish nor in any way disseminate the names of its donors and funders unless specifically asked to do so by the donor or funder.