The webinar is a presentation & discussion of The Rotary Foundation – Endowment Fund and Major Gifts. The webinar focused on the Bequest Society, named funds and unique opportunities for Rotarians in USA and Canada.
Webinar topics include:
• The Rotary Foundation Endowment Fund
• Major Gifts and pledges
• Term Gifts, Insurance, Securities
• Named funds
• Estate planning advantages of bequests and planned giving
• Unique tax considerations for US and Canadian Rotarians
• How The Rotary Foundation thanks and recognizes donors.
• The Planned Giving website will be reviewed.
• District and Zone resources
• There will be opportunities for Q & A.