Rotary Planned Giving
Posted by Pam Russell on Mar 01, 2015
Last summer, my husband Alan and I realized that it was time to update our estate plan. We included The Rotary Foundation in our will a number of years ago...or I thought we had.
Our new attorney (yes, a Rotarian), shared with us what we actually had in our will. If all of the children and all of their heirs were gone, only then would Rotary be the beneficiary. This had never been our intention.
Apparently, our previous planner had misunderstood our wishes and it was our mistake not to read the documents carefully before signing them.
This time, we read every page to make sure that our plans would do what we want.
I am sharing our story as a reminder that now may be a good time for a planning checkup. Personal and financial circumstances may change over time. Make certain that your will or estate plan reflects your desires.
In December 2005, Alan had a stroke while we were having a holiday party. In that instant, I learned that life really does change in a heartbeat. Don't wait. This is your chance to "Light Up Rotary" by doing good in the world forever.
Apparently, our previous planner had misunderstood our wishes and it was our mistake not to read the documents carefully before signing them.
This time, we read every page to make sure that our plans would do what we want.
I am sharing our story as a reminder that now may be a good time for a planning checkup. Personal and financial circumstances may change over time. Make certain that your will or estate plan reflects your desires.
In December 2005, Alan had a stroke while we were having a holiday party. In that instant, I learned that life really does change in a heartbeat. Don't wait. This is your chance to "Light Up Rotary" by doing good in the world forever.
Pam Russell
Zone 26 Regional Rotary Foundation Coordinator 2013-2016
Rotary Club of La Jolla Golden Triangle
Zone 26 Regional Rotary Foundation Coordinator 2013-2016
Rotary Club of La Jolla Golden Triangle