Resources for Professional Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Rose Community Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: Rose Community Foundation
Federal tax ID number: #84-0518447
Located in: 600 S. Cherry Street, Suite 1200, Denver, CO 80246-1712

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to Rose Community Foundation with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Make a Gift to Rose Community Foundation in Your Will

If your clients are interested in supporting Rose Community Foundation with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as Rose Community Foundation can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

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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.

An Example of How It Works

See How It Works