Exterior view of The Osborn showcasing sculpture and walking path

Ways to Donate

Since its founding in 2015, The Osborn Foundation’s mission has been to ensure that support from donors is managed in accordance with their wishes and provides the maximum benefit to be realized by residents on our campus and within the greater Rye and Westchester communities.

Leave A Legacy

Ways You Can Give

Charitable giving offers a meaningful way to support the causes you care about while providing potential tax benefits. The options below can help you choose the approach that best aligns with your philanthropic goals. Your gift can be designated to the area of greatest need or to a specific program.

Including The Osborn Foundation in your estate plan is a powerful way to ensure that your legacy continues. There are special ways to recognize donors who make significant or planned gifts, including our Miriam Osborn Legacy Society and naming opportunities.

Cash Gifts

Cash, checks, and credit card donations are a straightforward way to support The Osborn Foundation. Cash contributions are generally tax-deductible and may provide an immediate tax benefit, subject to IRS regulations. Gifts can be made online or by mail.

Giving Stocks or Appreciated Assets

Donating stocks or other appreciated assets held for more than one year may allow you to avoid capital gains taxes while potentially receiving a charitable deduction for the full fair market value of the asset.

Qualified Charitable Distributions (QCDs)

If you are 70½ or older, you can make a qualified charitable distribution directly from your individual retirement account (IRA). You may be able to donate up to the IRS-allowed annual limit, indexed for inflation, without including the distribution in your taxable income if eligibility requirements are met. A QCD can lower your taxable income and can help satisfy your required minimum distribution (RMD).

Grants from Donor-Advised Funds (DAFs)

If you have a donor-advised fund, you can recommend a grant to The Osborn Foundation. Donor-advised funds provide flexibility over time, allowing you to plan and manage your giving while receiving tax benefits once the fund is established. This approach helps align your charitable support with your long-term philanthropic goals.

Company Matching

Companies can offer to match donations for their employees who choose to give to The Osborn Foundation. Check with your employer, or the company you retired from, to see if they offer a matching gift program.

Bequests and Wills

Through a bequest in your will or trust, you can designate a specific amount or a percentage of your estate. This type of planned giving allows you to make a meaningful gift while potentially reducing estate taxes.

Retirement Assets and Insurance Policy Proceeds

Consider designating The Osborn Foundation as the beneficiary of your IRA, another retirement account, or a fully paid life insurance policy. You can also name the Foundation as a beneficiary of your bank and investment accounts.

Charitable Remainder Trust

A charitable remainder trust may be an option if you wish to support The Osborn Foundation while also receiving income for yourself or a loved one for life. This type of arrangement may provide income, potential tax benefits, and assurance that your gift will support the Foundation’s mission in the future.

Refundable Entrance Fees

If you reside in a senior living community, pledging all or a portion of your refundable entrance fee is a simple way to assist residents in need for years to come. This type of pledged gift does not affect your day-to-day finances and remains revocable should your circumstances change.

Fundraisers

Host a virtual or in-person fundraiser and encourage loved ones to make donations on special occasions, such as birthdays or anniversaries.

The Osborn Foundation is a 501(c)(3) non-profit organization (Tax ID #47-4600665).

This webpage is for informational purposes only and does not constitute financial or tax advice. Please consult your professional financial or tax advisor for personalized guidance.