join us on Thursday, March 12th at 1:00 p.m. (Central) to learn how to make gifts that secure your financial future and Rotary legacy.
Vice Chair of The Rotary Foundation Greg Podd, Endowment/Major Gift Adviser Jayne Hulbert, and Erin Groble, Senior Planned Giving Officer will discuss how donors over the age of 50 can:
- Unlock a stream of lifetime payments with a gift of cash or appreciated securities,
- Reduce or delay capital gains tax that would be due if the assets were sold then donated,
- Turn illiquid assets like real estate into a meaningful gift that provides lifetime payments and tax benefits,
- Give from any IRA while deferring taxable income and satisfying required minimum distribution requirements,
- Receive Major Donor or Arch Klumph Society recognition for the full amount of a gift, and
- Support favored Foundation programs and create a Rotary legacy.