Ways to Give
At Aldersly, older adults enjoy all the benefits of life in Marin in a cozy, comfortable and connected garden community. For 103 years, donors have helped us uphold our promise to residents that once you make Aldersly your home, you will always have a place here.
Aldersly’s promise is made possible by our Continuity Assurance for Retired Elderly (CARE) Fund — a crucial safety net ensuring that eligible residents who outlive their financial resources can continue to call Aldersly home.
Residents’ lives are the heart of Aldersly: a place where friendships bloom, passions are pursued and everyone thrives, despite life’s challenges.
Each year, Aldersly’s Board of Directors works closely with eligible residents and their families to determine support through the CARE Fund. This thoughtful and compassionate process ensures that assistance reaches those who need it most.
Consider making a donation this holiday season to the CARE Fund, allowing residents to remain part of the Aldersly family, joining in the activities and experiences that make life here so special.
You can help to sustain this promise today with your tax-deductible gift. Because of your generosity, all our residents can live securely and happily in the community they call home. Every dollar you give reinforces the safety net that allows older adults at Aldersly to stay connected, cared for - and at peace.
Thank you for your generous support!
Donate Today
One-Time or Recurring Donations
Every gift matters! Contributions go directly to our CARE Fund.
In Memoriam/In Honor of/Tributes
Consider a contribution to Aldersly to remember and honor anniversaries, birthdays, holidays, and life events. Your gift can acknowledge loved one, caregiver, special occasion, or memory. Include your name, address, phone number, AND the name of the person or event being acknowledged and the name of anyone you wish to be notified of your donation.
Donate Today!
Planned Giving – Leave a Legacy
By planning a gift through your will, trust, or other means, you make a meaningful and lasting difference for residents who may find themselves in financial hardship or live beyond their personal resources. We invite you to be part of Aldersly’s future by supporting future generations.
Gifts in Your Will and Trust
You can make a gift to Aldersly through your will or trust. This document provides an example of how you can include a bequest to Aldersly in your estate plans.
If you have any questions or would like to inform us of a planned gift, please contact us at 415-295-6125 or email [email protected].
Beneficiary Designations: Life Insurance, Retirement Plan, Bank Accounts
You can make Aldersly a beneficiary of a retirement plan, life insurance, bank account, or other account. These gifts are easy to make and can be tax beneficial. Every gift matters.
Gifts That Pay You Income
A charitable gift annuity (CGA) is a way to support Aldersly while providing income for yourself now and into the future and gaining tax benefits today. A CGA is a contract between you and Aldersly, in which you donate to Aldersly and in return, you receive a steady, fixed income stream for life. At the end of your lifetime, the remaining donation goes to support Aldersly’s life-changing programs.
Workplace Giving and Employer Matches
Payroll Deductions
Your company may allow employees to contribute to the nonprofit of their choice through payroll deductions. Some employers do this through nationally known organizations such as United Way or the Combined Federal Campaign for Federal Employees. Large corporations such as PG&E and Wells Fargo have their own workplace giving divisions.
If you would like to support Aldersly through payroll deductions, we encourage you to consult your human resources department to find out if your employer offers a workplace giving program.
Matching Gifts
Your employer may match your gift to Aldersly, allowing you to increase the power of your donation. The amount of the match varies but can be as much as double the amount you donate. We encourage you to consult your human resources department to find out if your employer offers a matching gift program. If they do, follow their guidelines to donate and initiate a match.
If they have a form that needs to be sent to us, please fill it out and email or mail it with your donation to:
Aldersly Retirement Community
326 Mission Ave,
San Rafael, CA 94901
Securities and Other Ways to Give
Stocks, Bonds, and Mutual Funds
A gift of appreciated stocks, bonds, or mutual funds is an excellent way to make a meaningful impact at Aldersly while lowering your tax liability. When you donate appreciated stocks, bonds, or mutual funds, you receive an income tax deduction for the market value of the asset on the date of transfer. You also avoid capital gains taxes on the appreciation. Please contact us to discuss and for Aldersly’s Brokerage account and clearing numbers.
Donor Advised Funds
A Donor Advised Fund, or DAF, is a kind of charitable account in which a donor makes a tax-deductible gift to the account and can donate money to specific organizations at a later date. While donors receive tax benefits at the time they give to a DAF, charitable organizations don’t receive any benefits until a grant is made.
If you have a DAF, you can make a difference today! Contact your DAF manager to recommend Aldersly for a grant.
Qualified Charitable Distributions from Individual Retirement Accounts
If you are 70.5 or older and have an Individual Retirement Account (IRA), you can make a meaningful impact through an IRA charitable rollover, also called Qualified Charitable Distribution (QCD). A QCD counts toward your Required Minimum Distribution but does not count as taxable income. Giving to Aldersly through an IRA QCD is an easy and effective way to simplify your tax return and increase your impact to help older adults stay in their beloved home. To make a tax-free gift from your IRA, contact your account manager or financial professional.
Contact Us
We want to meet you and start a conversation about giving to Aldersly. For any of Aldersly’s ways to give, programs, matches, tributes, or transfer information, you or your representative can contact (415) 367-0823 or email [email protected].
Aldersly Retirement Community is a 501(c)3, EIN 94-115646. Thank you for your contributions to help us continue to CARE for community members at Aldersly for another 100 years!
We thank our generous sponsors!
The Aldersly Auxiliary
The Aldersly Auxiliary welcomes dedicated volunteers to play a vital role in assisting in the social well-being of our beloved residents. In past years, the Auxiliary has helped plan and support activities, events, and initiatives throughout each year. We invite you to join the Auxiliary and have the opportunity to support a good cause, meet our residents, and learn firsthand about this wonderful senior living community. You’ll become an important part of our legacy of enhancing and enriching the lives of older adults, their families, and the greater community.
For larger charitable giving that supports Aldersly and our residents in need, submit your contact information and we will be in touch!
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Residents Love Aldersly!
“I lived up the road for years and when I would be outside gardening, people would stop by and chat. I would point toward Aldersly and say 'That is where I want to grow old!'”
Aldersly Resident
“What we love ... the staff are over-the-top friendly, helpful and attentive. Beautiful dining room with wonderful restaurant-style dining. Activities and celebrations happen regularly from bocce ball to rummikub, parades, outdoor cookouts, movie nights, etc. There are so many beautiful places to walk within the neighborhood. We could not be happier! Thank You Aldersly!”
Aldersly Testimonial
“I love living at Aldersly. They like to have fun and make us feel special!”
Aldersly Testimonial
