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.