JOIN THE LEGACY

Pay It Forward

An expression for when the recipient of an act of kindness repays the original good deed by doing something generous for someone else.

How can we most meaningfully pay tribute to the millions of “Rosie the Riveters” and all the World War II home front workers?

As the official nonprofit partner of the Rosie the Riveter/WWII Home Front National Historical Park, Rosie the Riveter Trust preserves the stories of everyday Americans who worked together in the WWII home front shipyards and factories and keeps the We Can Do It! spirit relevant today with programs for students and women in the trades.

If you believe that Rosie the Riveters and the home front history are inspiring and not to be forgotten, please consider including Rosie the Riveter Trust in your will, trust, or other legacy plan. In doing so, you will be part of this lasting history.

Easy ways to leave a legacy with Rosie the Riveter Trust

What Will Your Legacy Be?
The Benefits of Being Prepared
Charitable Gift Annuity
Letter of Intent form
Sample bequest language you can share with your attorney

Your gift ensures that the strides made and challenges overcome during WWII will inspire Americans decades from now. From simple bequests and IRA beneficiary designations, to planned gifts that generate income for you and your loved ones, there are many ways to build your legacy.

For further information, please contact Sarah Pritchard, Executive Director, at sarah@rosietheriveter.org or 510-507-2276.

Thank you!

Please speak with a professional legal or financial advisor so that you can be confident that your goals will be met. Rosie the Riveter Trust is not licensed to provide legal, tax, or investment advice. The information shared is only intended to provide an overview of ways to make a charitable gift through your estate.

Gifts of stock

Making a donation of shares of stock can be a great way to support the work of Rosie the Riveter Trust. With a gift of stock, you put an asset that has increased in value to work for a cause you believe in, while avoiding capital gains tax . This might come as a surprise, but by donating stock you don’t have to pay capital gains tax.

A capital gain is the difference in the price you paid for your shares and the price they’re valued at now. When those shares are donated directly to the Trust, you don’t have to pay tax on the increased value. You are eligible for an income tax deduction for the full, fair market value of your contribution. You have the satisfaction of supporting Rosie the Riveter Trust in a tax-savvy way.

To learn more, please contact Sarah Pritchard, Executive Director, at sarah@rosietheriveter.org. If you are ready to make a gift of stock, please see the instructions below.

STOCK TRANSFER INSTRUCTIONS

* If your stock is held in a brokerage account, instruct your broker to transfer (NOT sell) the shares to the Rosie the Riveter Trust brokerage account:

Rosie the Riveter Trust, account #3621-2039at E*TRADE, DTC # 0385

IMPORTANT: So that we can credit you with the gift, please be sure to let us know the name and number of shares of transferred stock. Otherwise, we do not know who made the gift. Let us know to watch for your transfer via:

Email: sarah @rosietheriveter.org or sjames@rosietheriveter.orgCopy Sarah @rosietheriveter.org on the email to your brokerCall us: 510-507-2276
Powered by AZEXO Shopify page builder