Continue Supporting Our Work After Your Lifetime
Passionate about supporting our community and the causes you care about through Rose Community Foundation even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name Rose Community Foundation as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. The beneficiary designation form is entirely separate from your will—which makes this approach an easy way to give.
Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want. In addition, you can designate that the proceeds be added to your donor-advised fund here at the Foundation.
Download our free guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.View My Guide
Delay Your Payments
If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the free guide Plan for Retirement With a Deferred Gift Annuity.
Learn How to Fund It
You can name us beneficiary of the following assets:
An Example of How It Works
Robert and Carol treasure the financial help they've been able to give their children and their favorite organization over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids, and they left $75,000 IRA to be transferred to their favorite nonprofit after their death. Because their favorite organization is tax-exempt, all $75,000 will help support our work.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24 percent marginal income tax bracket.
See How It Works
- Contact Judy Altenberg at 303.398.7407 or email@example.com for additional information on beneficiary designations and how they can help support Rose Community Foundation with our mission.
- Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name Rose Community Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Rose Community Foundation
Address: 600 S. Cherry Street, Suite 1200, Denver, CO 80246-1712
Federal Tax ID Number: #84-0518447
Not Sure How to Begin Planning?Download My FREE Personal Estate Planning Kit
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The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.