Ways to Give

Ways to Give

Aldersly has provided cozy, comfortable homes for older adults since 1921. When residents find themselves in financial hardship or live beyond their financial resources, they can receive support from Aldersly’s donor-funded Continuity Assurance for Retired Elderly (CARE) Fund. Over the years, our CARE Fund has supplemented housing and care for many deserving older adults from octogenarians through centenarians. Aldersly is doing everything we can to care for more residents, but we need your help. Your donations will make a difference in the lives of residents and caregivers.

Aldersly’s Continuity Assurance for Retired Elderly (CARE) Fund guarantees that each aging community member entrusted to our care may remain in their beloved home if or when they are faced with an unforeseen economic hardship or live beyond their economic resources.

Thank you for your generous support! 

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Seniors with wine
breaking ground

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.

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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

[email protected]

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!

Peter & Charna Schakow
Nikki Cavalier & Paul Castro
Shannon & Jeff Brown

Residents at Happy Hour

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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