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S ubscribe to the Visions  newsletter at no cost to get charitable estate and financial planning ideas from The Rotary Foundation.

The back issues below are in PDF.

27th edition
Include The Rotary Foundation in your estate plans to forever be a part of Rotary’s legacy of doing good in the world. This issue of Visions highlights three Bequest Society members and provides practical tips as you consider securing your own legacy through The Rotary Foundation.

26th edition
Donor Advised Fund accounts operate like “charitable checking accounts” for individuals who seek to simplify and amplify their charitable giving. Read this issue of Visions to see how the DAF can help you achieve your philanthropic goals.

25th edition
Donor Advised Funds have allowed Rotary-affiliated groups maximize their charitable intentions in communities around the country as well as helping them to make a global impact through grants to US-based charities. Read this issue of Visions to see how the DAF can do the same for your group.

Special edition  
Read quotations from dedicated Rotarians like you who have decided to remember the Foundation in their estate plans. You may find Past RI President William B. Boyd’s message and the options explored in this issue helpful as you plan your own estate.

24th edition
Because retirement plan assets might be taxed at a higher rate at death, it may be best to make charitable distributions from these types of funds and leave other assets for loved ones. Read this issue of Visions to learn more.

22nd edition  
Deferred gift annuities may be a good opportunity for Rotarians who would like a charitable tax deduction now but don’t need a steady income until later in life. Read about why one Rotarian couple chose this option.

(This newsletter is intended for U.S. audiences.)

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