Posted by Bob Ruehl on Apr 07, 2023
Boost your Rotary impact with tax-wise giving.
Looking for an easy way to increase your impact?

Dear Friends:
Thank you for your support of The Rotary Foundation.  Because of you, Rotarians throughout the world continue the humanitarian work of fighting disease, bringing clean water and sanitation to villages, supporting crisis relief, and uplifting communities.  At a time when taxes are on our mind, I wanted to share an opportunity with you to further support this important work, while saving on 2023 taxes.

A new year has brought more than just resolutions, as new laws related to charitable giving add to the ways that market changes and inflation may impact your 2023 financial plans. Smart Rotarians like you are learning how to increase the impact of their giving with well-timed gifts made directly from their retirement accounts (learn more about new changes here). Join your fellow Rotarians who support The Rotary Foundation with a tax-wise gift from their IRA each year.

 
  • Donors over 70 ½ can make a Qualified Charitable Distribution (QCD) directly from their IRA to The Rotary Foundation up to $100,000
  • Find our simple-to-use instructions or use your IRA Administrator’s form to initiate the transfer
  • You may reduce income taxes by taking advantage of this gift type, even if you don’t itemize
  • Make a gift for Paul Harris Society, to fulfill or create a major gift pledge, to become a Major Donor or Arch Klumph Society member, or reach the next level of giving, all while supporting the causes you care most about
  • Establish a fund in Rotary’s Endowment that provides support in your name year after year
  • Designate The Rotary Foundation as a beneficiary of an IRA - Lessen the tax burden for your heirs and secure your Rotary Legacy with your IRA or other qualified retirement plan. 
  • Feel good about making the world a better place with Rotary

Whether you’re considering a gift before June 30th, to help your club and District finish the Rotary year strong, or are planning your gift for later in the calendar year, gifts from your IRA could be a tax-wise option. 

Your continued support makes lives better in your community and around the world.  Please reach out if I can be of help to you or your financial advisors as you explore your giving options.

Sincerely,

Kevin P. Kelly, CFRE
Major Gifts Officer
Regionally based in Detroit, MI
+1.847.866.3205 office
+1.248.808.1967 mobile
Click HERE for direct access to my calendar to schedule a personal call or virtual meeting
 
 
 
 

 
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