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.
Visions - Canada edition
30th edition
The Donor Advised Fund offers a convenient and flexible way to support The Rotary Foundation and your other favorite charities. These dedicated charitable giving accounts give you the benefits of a family or club foundation without the burdens of administering one. See how the Donor Advised Fund can help you achieve your philanthropic goals.
The Donor Advised Fund offers a convenient and flexible way to support The Rotary Foundation and your other favorite charities. These dedicated charitable giving accounts give you the benefits of a family or club foundation without the burdens of administering one. See how the Donor Advised Fund can help you achieve your philanthropic goals.
29th edition
A charitable gift annuity is an excellent way for dedicated Rotarians to combine a generous donation with immediate tax benefits, lifetime payments, and Major Donor status. The payments will never decrease, regardless of fluctuations in returns on stocks or other investments.
28th edition
The Rotary Foundation Donor Advised Fund (TRF DAF) can be an effective way for individuals and Rotary-affiliated groups to create a special account that is earmarked for charitable giving. Read this Visions to learn more about how TRF DAF can benefit you or your group as you support TRF and other charitable causes.
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.)
Subscribe to Visions.