What if saving for retirement could pay dividends the world over?
Rotary International News -- 31 August 2009
Rotary life income gifts are a perfect way to put your charitable contributions to work for you and others across the globe.
A charitable gift annuity gives you the chance to make a gift to The Rotary Foundation and receive fixed, guaranteed annuity payments for life. You'll receive two tax benefits: a portion of your annuity payments is non-taxed and you can claim a portion of your gift as a U.S. charitable deduction. Best of all, you're contributing to the Foundation's Permanent Fund to help ensure a brighter tomorrow for people all over the world.
The Rotary Foundation's Pooled Income Fund is another way to get benefits similar to those of investing in a mutual fund — with the added bonus of helping to secure the future of the Foundation’s programs. By contributing to the Pooled Income Fund, you'll receive an income tax charitable deduction for each gift and potentially pay no tax on the capital gains.
Charitable trusts are a great way support the work of the Foundation and receive additional tax benefits. If you own highly appreciated securities or real estate with a low current return, and you feel “locked-in” because a sale would result in a large capital gains tax, a charitable remainder trust may allow you to “unlock” your gains.
These three gifts are structured for a U.S. audience.
Learn more about Rotary life income gifts.