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Visions Newsletter Archive

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
Visions Newsletter — Supporting Rotary’s Endowment

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Information 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 Policy