If you are looking for something specific, start here with our filing cabinet and view planned giving topics from A to Z.
- Benefactor Presentation Remarks
- Bequest Language
- Bequest Society Membership
- Bequest Society Presentation Remarks
- Calculator
- Canadian Estate Planning FAQ
- Charitable Remainder Trust Overview
- Codicil Language
- Contact Us
- Directed Global Grant Naming Opportunities
- Donor Advised Fund Account Advisor Access
- Donor Advised Fund Portfolio Benchmarks
- Donor Advised Fund Program Circular
- Donor Advised Fund Quick Guide
- Donor Advised Fund Ways to Contribute
- Endowment Designations and Naming Opportunities
- Endowment Fund Financial Report
- FEIN
- Gift Acceptance Policy
- Gift Calculator
- Gift Levels & Recognition Summary
- Giving Guide for Donors
- Giving Guide for Professional Advisors
- Guidelines for Making a Donation to Disaster Relief Through The Rotary Foundation
- Guidelines for Using TRF Donor Advised Funds for Global Grants
- IRA Rollover Form
- Memorials and Tribute Gift Form
- Notify us that Rotary is in your plans
- Pocket Guide to Planning a Legacy
- Pooled Income Fund Annual Report
- Resources: Forms, Links and Books
- Rotary Peace Centers Naming Opportunities
- Rotary’s Promise Club FAQ
- Rotary’s Promise Club Announcement
- Staff Contact Information
- Tax ID Number
- TRF Recognition Summary
- Visions Newsletter — Blended Gifts
- Visions Newsletter — Canada
- Visions Newsletter — Charitable Gift Annuities 2021
- Visions Newsletter — Charitable Remainder Trusts
- Visions Newsletter — Donor Advised Fund
- Visions Newsletter — Naming Opps & FreeWill
- Visions Newsletter — Retirement Assets (IRA)
- Visions Newsletter — Rotary's Promise Club
- Will and Trust Language
- Your Legacy, Rotary’s Promise Brochure
- Your Legacy, Rotary’s Promise Video
- Your Rotary Legacy Commitment Notification Form - Letter
- Your Rotary Legacy Commitment Notification Form - A4