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Enhance Your Rotary Legacy With U.S. Tax-wise Gift Options

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The United States tax code allows you to structure charitable
gifts for maximum tax benefit, with significant advantages to
both the donor and the charity. Through real-life examples,
you’ll learn about lifetime income arrangements, donor
advised funds, and how you can use your qualified retirement
assets to make tax-saving gifts that support your favorite
Rotary programs now and for years to come. Note: This
session is intended for a U.S. audience.

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Enhance Your Rotary Legacy With U.S. Tax-wise Gift Options

  1. 1. NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES ARE NOT AVAILABLE IN ALL REGIONS. NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. Enhance Your Rotary Legacy with U.S. Tax-wise Gift Options
  2. 2. NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. KAREN TEICHMAN Rotary Club of Lewisburg Sunset Pennsylvania We secured our financial future and supported the amazing change we’ve seen first-hand through our Rotary Foundation.
  3. 3. A simple contract that puts your mind at ease for the future • Fixed payments for life - backed by the unrestricted assets of The Rotary Foundation • Charitable income tax deduction • Minimize any capital gains tax • Face value counts towards Major Donor or Arch Klumph Society membership • Continues doing good in the world in Rotary’s Endowment NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. Charitable Gift Annuity CGA Gift of Cash or Securities Income tax deduction Reduced gains tax Fixed payments 1 2 3 Remainder Donor
  4. 4. NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. STEPHEN BROWN Rotary Club of La Jolla Golden Triangle California I wanted to invest in both my family’s future and Rotary’s.
  5. 5. Your Trust, Your Flexibility • Turn cash, stock, or real estate into income • Regular payments for life, that can grow as the trust grows • Charitable Income tax deduction • Minimize any capital gains tax • Face value counts towards Major Donor or Arch Klumph Society membership • Continues doing good in the world in Rotary’s Endowment NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. Charitable Remainder Trust CRT Gift of Cash, Property or Securities Income tax deduction No or reduced gains tax Variable payments 1 2 3 Remainder Donor
  6. 6. Like a family foundation, only easier • Functions as a family foundation, only easier • Charitable income tax deduction • Contribute now and make decisions later • Easily support multiple charities • Low annual administrative costs • Immediate Bequest Society recognition for individual accounts, other recognition possible NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. CHARITY Donor Advised Fund 3 Grant Recommendations Outright Gift Income tax deduction Reduced gains tax 1 2 Donor
  7. 7. NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. FLOYD LANCIA Rotary Club of Anthony Wayne Indiana I wanted to pay less in taxes and build my Rotary legacy.
  8. 8. Turn protection into progress • See your gift in action • Establish a named endowed fund that continues doing good in the world • Do good with your Required Minimum Distribution • Reduce income tax with a deduction or the Qualified Distribution (IRA Rollover) • Prevents double taxation on inheritances • Receive Major Donor recognition and Arch Klumph Society membership when you can use it NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. Retirement Accounts Outright Gift 1 2 Income tax deduction No gains tax Donor
  9. 9. Proper planning can continue your Rotary legacy • Retain flexibility and control during lifetime • Possible estate tax benefits • Bequest Society recognition • Continues doing good in the world in Rotary’s Endowment Rotary’s new website offers more information: www.rotary.org/legacy NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. Commitments Planned Gift 1 2 Possible tax benefits Naming opportunities Donor
  10. 10. NOTE: THIS SESSION IS INTENDED FOR A UNITED STATES AUDIENCE. THESE UNIQUE GIVING VEHICLES MAY NOT BE AVAILABLE IN ALL REGIONS. Enhance Your Rotary Legacy with U.S. Tax-wise Gift Options For more information visit ROTARY.ORG/PLANNEDGIVING

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