The Easiest Way to Make an Impact
A Gift in Your Will or Living Trust
Interested in helping the causes you care about through Rose Community Foundation but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
Benefiting from the Foundation's oversight, your bequest can be unrestricted or designated for a specific nonprofit organization, philanthropic cause or for your donor-advised fund for your loved ones to direct in the future.
View and download your free copy of A Guide to Making Your Will.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.
An Example of How It Works
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved their favorite organization and decided to include a bequest of $75,000 to us in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the Bequest Language so that their gift to their favorite organization was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
See How It Works
- Contact Judy Altenberg at 303.398.7407 or firstname.lastname@example.org for additional information on bequests or to chat more about the different options for including Rose Community Foundation in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Rose Community Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Rose Community Foundation
Address: 4500 Cherry Creek Drive South, Suite 900, Denver, Colorado 80246
Federal Tax ID Number: #84-0518447
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Information contained herein was accurate at the time of posting. 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.