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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.

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 charitible distributions from these types of funds and leave other assets for loved ones. Please note: The IRA Rollover Provision of the Pension Protection Act of 2006 expired 31 December 2007. 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.

21st edition  
Learn how the Foundation’s donor advised fund has helped Rotary clubs streamline their charitable giving process and how it could do the same for your group.

20th edition  
The Foundation works with donors on a variety of giving options so all contributors may donate in the way that best suits them. From real estate to appreciated securities, the Foundation will help maximize your charitable giving.

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

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