PDF-YOUR ROTARY LEGACY The bequest will be funded by Will or Living trust Charitable remainder

Author : lindy-dunigan | Published Date : 2015-02-22

Note Signature Date Signature Da te Remember to consult independent tax andor legal advisers before making any charitable gift Return this form and any supporting

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YOUR ROTARY LEGACY The bequest will be funded by Will or Living trust Charitable remainder: Transcript

Note Signature Date Signature Da te Remember to consult independent tax andor legal advisers before making any charitable gift Return this form and any supporting documents you wish to share to The Rotary Foundation Planned Giving 1560 Sherman Aven. Be a part of it forever. Rotary Foundation Funding. Two Needs, Two Ways. Spendable Earnings. District Designated Fund. (DDF). World Fund. TRF Program Funding. Rotarian. Donations . 1 - Annual Programs Fund (APF)–For Support Today. CLT. Charity. Initial Transfer. Anything . Left Over. Payments for Life/Years. Charitable Lead Trusts. Donor’s heirs. Dr. Russell James. Texas . Tech University. Donor. CLT . (Non-Grantor). Charity. Ronald Smith, PDG / ARRFC- Zone 32 . August 2013. Foundation. Our Rotary. 3. Peace and conflict prevention/resolution. Disease prevention and treatment. Water and sanitation. Maternal and child health. Donor-Advised Fund Contents Crea�ng a Donor-Advised Fund Contribu�ons Gi� Receipts and Tax Forms Tax Considera�ons Naming Advisors Succession Op� For Good!. . For Ever!. P.O. Box 367. 701 . Blondeau. Keokuk, Iowa 52632. Phone: 319-795-1407. We at the Keokuk Area Community Foundation believe that you are important to those you meet and those whom you may never meet. . Gifts . can be made today, or in the . future (Bequest). Spendable earnings directed to programs. Can establish special fund in donor’s name. The . larger the gift, the more specificity afforded. Rotary’s Endowment Fund. Overview of the . Kinds of Funds . we hold . with a special emphasis on. Donor Advised . Funds. (and some giving stats). Kinds of Funds . that a donor might consider at a Community Foundation. Unrestricted . Presented by: Elisa M. Smith, CPA/PFS. Presented for: community foundation . of. greater fort . wayne. Presented on: October 7, 2015. OVERVIEW OF PRESENTATION. . Why you NEED a Planned Giving Program/Who Makes Planned Gifts. The Rhythm and Harmony of. Donor Participation. Karen Leaffer. Becky Farr Seidel. National Scholarship Providers Association. October 19,. . 2011. Agenda. Overview / Background. Donor-Advised Funds (DAFs) – Key Characteristics. Funds. What Fund . Development . Professionals. Need . to Know. Clyde Kunz, presenter. Fidelity Investments Charitable Gift Fund. Became nation’s top charity (by contributions received) in 2016. Now the 2. March 2, 2017. What are Donor Advised Funds?. . Donor advised funds are set up at a public charity 501(c)(3) on behalf of organizations, families, or individuals. . Donors open a fund and deposit cash, securities, or other assets, receiving the maximum allowed charitable tax deduction in the year they make the gift. . Agency Phone number. Contact email. Agency Street Address. City, State, Zip Code. Agency . Name. ALR1704 9/17. The Social Capital Concept. Planned Giving Techniques. Specific bequests of qualified plan assets . Cabarrus Rotary Charitable Works (CRCW) Club Presentation September 12, 2013 Purpose To protect the charitable intent of the Rotary Club of Cabarrus County participants and supporters. Supporting the four avenues of service of Cabarrus Rotary: At A Glance Enables your Lion of Judah gi to e Jewish Federation of Greater Washington

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