Rotary's Endowment Fund = Leave a Lasting Legacy
How your legacy carries on
Once you have decided to support Rotary’s Endowment, you can provide direction on how available earnings are spent. A gift to Endowment- World Fund allows the Trustees to direct support where it is most needed around the world. A gift to Endowment-SHARE allows your Rotary district to direct a portion of the spending along with a portion going to World Fund. This functions as a perpetual Annual Fund gift. You may also support one or more of the areas of focus. Current trustee policy is to direct undesignated gifts of $10,000 or more to World Fund.
Personalizing your fund
Foundation staff can work with you to personalize your legacy through a named fund within the Endowment. The separately identified fund can bear your name, your family’s name, or the name of a loved one. Depending upon the amount, it may be possible to more-narrowly direct the use of the funds to specific programs or regions. The minimum amount to establish a named fund is $25,000.
Let Rotary recognise today.
You can be an important part of the Foundation’s next century of serving humanity by including a gift to Rotary’s Endowment in your estate plan. Your gift will be carefully stewarded to provide funding for the programs
you know and love, year after year. The Foundation is known for its commitment to effective programs that make a lasting difference in people’s lives. A gift from your estate will provide ongoing financial support, just as your annual contributions do today.
Join the many Rotarians and friends who have made commitments to improving and enriching lives around the globe by creating your personal legacy with The Rotary Foundation.
How to Include Rotary in Your Estate Plan
One of the most popular ways to include Rotary in an estate plan is through a will or codicil. Whichever method works best for you, please remember to use the official legal name, The Rotary Foundation of Rotary International, unless one of the following names applies in the region where you live:
• The Rotary Foundation (Canada)
• Rotary Foundation (India)
• Public Interest Incorporated Foundation — Rotary Foundation Japan
• Rotary Foundation of the United Kingdom
Here are a few examples for your adviser to consider:
◆◆ For a general gift of a certain percentage or portion of your estate: “I give to The Rotary Foundation of Rotary International one-fourth of my estate.”
◆◆ For a gift of a specific asset: “I give 500 shares of [name] stock to The Rotary Foundation of Rotary International.”
◆◆ For a contingent bequest, which takes effect only when certain conditions are met: “In the event my spouse does not survive me, I give to The Rotary Foundation of Rotary International the remainder of my estate.”
◆◆ For a residual bequest, which directs the disposition of all or a portion of whatever remains after all other required amounts are paid: “I give the rest, residue, and remainder of my estate to The Rotary Foundation of Rotary International.”
As always, remember to consult independent tax and legal advisers before making any charitable gift.
How your legacy carries on
Once you have decided to support Rotary’s Endowment, you can provide direction on how available earnings are spent. A gift to Endowment- World Fund allows the Trustees to direct support where it is most needed around the world. A gift
to Endowment-SHARE allows your Rotary district to direct a portion of the spending along with a portion going to World Fund. This functions as a perpetual Annual Fund gift. You may also support one or more of the areas of focus. Current trustee policy is to direct undesignated gifts of $10,000 or more to World Fund.
Personalizing your fund
Foundation staff can work with you to personalize your legacy through a named fund within the Endowment. The separately identified fund can bear your name, your family’s name, or the name of a loved one. Depending upon the amount, it may be possible to more-narrowly direct the use of the funds to specific programs or regions. The minimum amount to establish a named fund is $25,000.
Let Rotary Recognise Your Generosity
Those who commit $10,000 or more receive Bequest Society membership, which provides special Foundation updates, invitations to events, an engraved crystal, and an exclusive pin and/or pendant.
Rotary is pleased to confer Benefactor status on those who commit any amount in their estate plan to the Endowment. Benefactors receive personalised certificates and a special insignia to wear with their Rotary pins. We may share your name as one of the growing number of Rotarians and friends who are providing future gifts to the Foundation, unless you request anonymity. Rest assured the details and amount of your commitment will always remain confidential. Once you have included Rotary in your estate plans, please complete this form and mail it to your closest Rotary office or submit notification of your gift at rotary.org/legacy so that we may properly thank you and recognise your generosity.
