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
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Gifts of Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Pasadena Senior Center.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Gift of Retirement Assets
Retirement Assets
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Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Pasadena Senior Center, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Pasadena Senior Center as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Pasadena Senior Center. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included Pasadena Senior Center as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.

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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