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Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity View All Articles Leave a Legacy of Service When you plan a gift to Rotary through your estate or financial plans, you will continue a 100-year tradition of uniting leaders from all continents, cultures and industries for the common good. It is easier than you might think, and you’ve come to the right place to learn more. Use the links below to learn about how our planned giving team can help you achieve your charitable and financial goals. I Know What I Need, Make it Easy If you are looking for something specific, start here with our filing cabinet and view planned giving topics from A to Z. Go to the Filing Cabinet I am Ready to Begin My Giving Journey I want to plan a gift based on my... Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Outright Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $25,000 to $99,999 The most popular options for a gift in this range: Outright Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $100,000 to $999,999 The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Gift Annuity Outright Gift of Life Insurance Charitable Remainder Trust Charitable Lead Trust $1 million or more The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Outright Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 40-54 The best gift options for you: Outright Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 55-69 The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Outright Gift of Real Estate Charitable Remainder Trust Charitable Lead Trust 70+ The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Make a Gift Tax-Free With An IRA Outright Gift of Life Insurance Outright Gift of Real Estate Charitable Remainder Trust Charitable Lead Trust Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Tangible Personal Property Cash Most popular ways to give this asset: Outright Gift of Cash Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Appreciated Securities Most popular ways to give this asset: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary Designations Make a Gift Tax-Free With An IRA Charitable Remainder Trust Donor Advised Fund Life Insurance Most popular ways to give this asset: Outright Gift of Life Insurance Beneficiary Designations Real Estate Most popular ways to give this asset: Outright Gift of Real Estate Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Tangible Personal Property Most popular ways to give this asset: Outright Gift or Bargain Sale Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Not sure how to get started? Answer a few simple questions and we will point you down the right path. Get Started Details for Professional Advisors If you are a professional advisor who works with clients to do their financial and estate planning, this section is for you. For Professional Advisors Create Your Will We’ve partnered with FreeWill to help you write your will—for free! All it takes is 20 minute to protect your loved ones and make a gift to Rotary. Get Started Now Twitter Facebook YouTube Snapchat Instagram Linkedin © 2018 Rotary International. All rights reserved. Privacy Policy Terms of UseInformation contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Charitable giving vehicles described herein are offered only in areas where permitted by law. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. Privacy Policy | Cookie...