Thank you for your leadership in giving to The Rotary Foundation. You support life-changing programs, so that together we can strengthen communities close to home and around the globe. This year, your gifts have funded lasting solutions to the world’s most pressing challenges, from fighting polio to improving education and alleviating poverty. As you plan your year-end giving, consider a gift of appreciated securities to The Rotary Foundation. This is an effective way to fulfill your giving goals and help maximize your tax savings.
You may be able to: - Deduct the fair market value of your gift;
- Avoid capital gains tax on the appreciated stock.
You can donate appreciated securities through your broker or by mail. You can use our stock transfer form to make a gift today. To learn more, see our Securities page.
If you are 70½ years or older, you may get extra tax benefits by giving through an IRA charitable rollover gift. Contact our Gift Administration team with any questions and for easy-to-use forms. Let’s continue Doing Good in the World together. Your actions today will shape our Foundation’s future.
Sincerely,
Eric Schmelling
Chief Philanthropy Officer
The Rotary Foundation of Rotary International Note on deadlines: To qualify for a 2023 tax receipt, stock gifts must be received in TRF’s account no later than Friday, 30 December. Donors who wish to receive a 2023 tax deduction for a mutual fund gift should initiate the transfer no later than Friday, 15 December. | 