Gifts of Stock
Donate stock or other securities, such as bonds or mutual funds, and save on capital gains tax while receiving the full fair-market value of your charitable deduction.
Giving is simple via electronic transfer. You or your stock broker can transfer all DTC eligible securities to:
Morgan Stanley Wealth Management
28 State Street, 26th Floor
Boston, MA 02109
Contact: Nate Withington, (617) 589-3286
DTC: 0015
Account number: 625-826-291
Account name: Rosie’s Place, Inc.
Tax ID: 04-2582187
Please be sure to contact Matt DeAngelis at mdeangelis@rosiesplace.org with the security name and the number of shares for proper gift credit.
Donor-Advised Fund
A donor-advised fund (DAF) is a type of giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite charities.
If you have established a donor-advised fund, you may recommend a one-time or recurring grant to Rosie’s Place. Contact your fund representative or give via DAF Direct.
Planned Giving
Planned giving offers flexibility, tax benefits and an opportunity to fulfill your philanthropic interests well beyond your lifetime.
Bequest
Including Rosie’s Place in your will or trust is simple. Please use this form to notify us.
IRA Rollover
If you are 70 ½ or older, you may take advantage of the IRA charitable rollover. You can donate up to $100,000 to satisfy the minimum required distribution of your IRA account, while also reducing your taxable income. You gift must pass directly from you IRA administrator to Rosie’s Place, and any transfer must be completed by December 31 of the corresponding tax year.
Please contact Matt DeAngelis at mdeangelis@rosiesplace.org or 617.318.0294 for more information.
Retirement Plan and Life Insurance
You can name Rosie’s Place as the beneficiary of a life insurance policy or a retirement plan such as IRA or 401(k).
Life Income Gifts
You can make a gift to Rosie Place through an annuity or trust that will pay you and/or another beneficiary annual income for life. Our partnership with the Boston Foundation can establish charitable reminder and lead trusts, charitable gift annuities or a pooled income fund.
Please contact Liz Silva at lsilva@rosiesplace.org or 617.318.0241 for more information.