Filing Cabinet A-Z

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 Funds
  • DAF Portal
  • DAF Program Circular
  • DAF Quick Guide
  • DAF Ways to Contribute
  • Guidelines for Using TRF DAF for Global Grants
  • Donor Advised Fund Visions Newsletter
  • Give, Grow, Make a Sweet Difference With a DAF
• 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
• IRA Transfer Instructions
• 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 Program Guide
• 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 — Naming Opps & FreeWill
• Visions Newsletter — Retirement Assets (IRA)
• Visions Newsletter — Rotary's Promise Club
• Visions Newsletter — Supporting Rotary’s Endowment
• 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