Cynthia Rosedale Legacy Society
Cynthia Rosedale, a 27-year employee of the Pasadena Senior Center, continues to make a meaningful impact on our mission because her estate provides for an annual gift to PSC in perpetuity. In 1992, Cynthia found her passion, when she brought the Senior Olympics program to Pasadena. For twenty-two years she ran that program, now known as the Pasadena Senior Games. She also established the Summer Concert Series for the Pasadena Senior Center community annually providing a variety of live music, every week during the summer months, for all to enjoy. A gift planned in her estate ensures that these programs will be funded each year in the future. More
Planned Giving
Text Resize
Print This
Email This
Request Illustration
Download Brochure

Providing for Our Children's Future

Providing for Our Children's Future
Ron and Kathy worked for many years building their nest egg for retirement. While they felt their savings and investments would cover their needs, they wanted to make sure that their three children were provided for in the future. One afternoon, a gift planner met with them to thank them for their faithful gifts each year. The conversation turned to the couple's long-term planning goals.

Kathy: We wanted to continue making annual gifts to charity. Yet at the same time, I was concerned about sacrificing our children's inheritance.

Ron: Our stock portfolio had appreciated significantly over the years. I wanted to pass these gains on to my family without paying a lot in gift or estate tax.

The gift planner told them about a way they could achieve their personal and charitable goals through a charitable lead trust. The trust would pay income to the charity for a number of years. Then the full trust value, plus any growth, would go to their children. The plan would allow them to pass on substantial wealth to their family with little or no gift tax. It would also reduce the size of their estate in addition to helping the charity further its work.

Kathy: I could see how this plan would be very helpful if the trust was funded with our stock. Each of our children would receive one-third of the trust assets in the future. At the same time, we would continue to make gifts to charity each year.

Ron: I also thought the plan was a good one. It would give our children time to learn how to save and invest their future inheritance. So, we set up a charitable lead trust plan that would begin paying our favorite charity income each year. The prospect of helping our children succeed in the future while providing for our favorite charitable cause made us pleased with our decision.

Is a charitable lead trust right for you?


A charitable lead trust can be an excellent part of many tax-planning strategies. If you have questions about lead trusts, please contact us.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an example of your benefits.


Print This
Email This
Request Illustration
Download Brochure
scriptsknown
Cynthia Rosedale Legacy Society
Your gift to PSC can make a meaningful impact on our mission. If you have included or are considering including a gift to PSC as part of your estate plan or in the form of another gift, please let us know. More