The Rotary Foundation and YOUR Estate Planning

Posted 
on Feb 11, 2016
 

 


 

District Representative and Past District Governor Chris Offer

Thanks Club Member Natalie Zigarick 

for including the Rotary Foundation in her estate plan

 

 Opportunities for estate plan gifting to the Rotary Foundation include:

  • A provision in a will including codicils
  • A provision in a trust
  • Insurance beneficiary designations
  • Real estate and other asset transfers
  • Gifts of retirement plan assets or other financial accounts
 
 
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