Support the Fund
Ways to Donate
The Rossmoor Fund welcomes gifts of cash, stock and other property, and also accepts memorial and tribute gifts.
Choose the giving method that fits you best, from online gifts and monthly support to tribute donations, legacy planning, and gifts of appreciated assets.
Fast & Secure Online Giving
Digital Giving Grid
Online Giving
One-Time Donation
Make a secure one-time donation by credit card, debit card, or electronic funds transfer. This is the fastest option when you want your gift to go to work immediately.
Give OnceMonthly Support
Recurring Donation
Set up a recurring gift to provide steady support throughout the year. Monthly donations can be started online and changed or canceled by contacting the Fund.
Start Monthly Giving
Honor a Loved One
Tribute & Memorial Giving
How It Works
Gifts may be made in honor of a neighbor, family member, or special occasion, or in memory of someone who has passed away. These donations celebrate a life, mark a milestone, or create a meaningful tribute in someone else’s name.
Notification
The Rossmoor Fund sends a personalized acknowledgment card to the honoree or the family. The gift amount is not disclosed, while the donor still receives a tax acknowledgment for their records.
Planned & Asset-Based Gifts
Legacy & Assets
Planned Giving
Estate Planning & Bequests
You can remember the Rossmoor Fund in your will, trust, retirement account, or life insurance policy. These gifts help extend the Fund’s charitable mission for future Rossmoor residents.
If you have already included the Fund in your plans, you may share that intention with the Fund so your gift can be acknowledged without disclosing private financial details.
Appreciated Assets
Gift of Stock or Other Property
Gifts of stock or other appreciated property can be a tax-efficient way to support the Rossmoor Fund. Contact the Fund for transfer instructions before initiating the gift.
For asset gifts or property questions, call the Fund or email directly so the appropriate transfer details can be provided.
Professional Giving
Charitable Trust
A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with benefits that may help you minimize what you might owe to the government.
Because of the complexity and tax implications of a charitable trust, the Rossmoor Fund recommends discussing this option with your financial advisor or estate planning attorney.
Mailing Check Guide
- Make check payable to: The Rossmoor Fund
- Include a note specifying: Tribute, Stock, or General gift
- Mail directly to: P.O. Box 2070, Walnut Creek, CA 94595
All donors should consult with and rely on legal, tax and financial advice from their own legal, tax and financial advisors.
Share Your Legacy Intention
Legacy Intention Form
In 2017 the Rossmoor Fund Board of Directors created the Rossmoor Fund Legacy Society honoring those who have named the Rossmoor Fund as a beneficiary in their estate plans.
By making a bequest, of any size, you help ensure the future of the Rossmoor Fund and will be remembered as a good neighbor for years to come.
We will thank you by listing your name, with your permission, in the annual report each year and by inviting you to occasional special gatherings.
After providing for your family, you can leave your mark on Rossmoor by helping the Rossmoor Fund care for your neighbors in need.
To join the Legacy Society, simply complete and submit the Legacy Intention form below.
Bequest FAQs
Please see the answers below for frequently asked questions regarding bequests to the Rossmoor Fund.
What do you mean by a bequest, exactly?
A bequest to the Rossmoor Fund is a gift at the time of death in the form of a specific amount of money, a percentage of your estate, a gift of certain stock, real estate or other property, or a gift of all or a portion of the distributions under a life insurance policy, annuity or retirement plan. Generally, a bequest is made by naming the Rossmoor Fund as a beneficiary in your will, codicil, trust, life insurance policy, annuity contract, or retirement plan.
What is the benefit to me, the donor?
A bequest planned in advance offers you a way to make a significant contribution without compromising your current financial situation. Some types of gifts offer tax benefits during your lifetime or at death. Your financial planner or attorney can advise you.
How do I set up a gift from my estate?
Contact an attorney, ideally someone who specializes in estate planning. The attorney will set up a will or trust, or an amendment to an existing will or trust, or help you add the Rossmoor Fund as a beneficiary of a life insurance policy, annuity or retirement plan.
Can you give me the language to use?
Sample language for a will or codicil: "I give, devise, and bequeath to the Rossmoor Fund, federal tax identification number 27-0479896, P.O. Box 2070, Walnut Creek, CA, 94595, the sum of $__________ [or a description of stock, real estate or other property or portion of your estate] to be used for its general purposes."
It is always best to consult your estate planning attorney for specific advice and language.
May I direct how my bequest is to be used?
The short answer is yes.
The mission of the Rossmoor Fund is to assist Rossmoor residents who are in need and to develop and fund educational and charitable programs for the Rossmoor community.
You may specify the desired use of your bequest as long as it is within the charitable and educational mission of the Rossmoor Fund. However, it is best to state your wishes as broadly as possible so services and programs remain flexible as community needs change.
May I make a bequest in honor or memory of a loved one?
Yes. Simply specify in your bequest the name of the individual whom you would like to honor. The Rossmoor Fund will send a letter to the honoree or the honoree's family to let them know about your gift. The amount of the gift will not be disclosed unless you specifically ask for that.
Why does the Rossmoor Fund want to know my intention?
The Fund wants the opportunity to thank you through membership in the Rossmoor Fund Legacy Society. You do not need to reveal the amount of your gift or any personal details. You simply indicate your intention to remember the Rossmoor Fund and your intention may serve as an example to others.
Can I change my mind?
Yes. If your circumstances or intentions change, you can change your will, trust, or other bequest document. The only exception might be when you have received tax benefits from a particular type of gift that may not be open to change.
If, after joining the Rossmoor Fund Legacy Society, you change your mind and wish to cancel your membership, please let the Fund know by sending an email to [email protected].
Financial Transparency & Compliance
IRS-Recognized 501(c)(3) Public Charity
To review the Rossmoor Fund’s verified tax filings, annual reports, and regulatory disclosures, please visit our Financial Transparency & Compliance Archive.
IRS Determination Letter
Download an official copy of our 501(c)(3) status verification.
Download Letter (PDF) (opens in a new tab)Financial Archive
View our rolling history of audited tax filings, annual reports, and disclosures.
Open ArchiveEmployer Identification Number (EIN / Tax ID)