- Endowment
 
 
The Endowment
 
By making a gift now or in your estate plans, you can save lives and enrich communities into the next century and beyond. Rotary will work to preserve the value of your gift and provide funding each year to your favorite Rotary Foundation causes. To put it simply, the Endowment is Rotary’s way of helping you make an impact now and forever.
Consider what you would accomplish if you had unlimited resources. Because of your legacy, people all over the world will live happier, healthier, more fulfilling lives.
 
HOW WILL YOU CHANGE THE WORLD?
 
Here are some easy ways to start building your Rotary legacy today.
 
1.    BEQUEST IN A WILL OR ESTATE PLANS
You may choose to include a gift of a specific dollar amount, a percentage of what is left after providing for relatives, or even a particular asset. If you already have a will, you may add a bequest through a simple codicil or amendment naming “The Rotary Foundation of Rotary International.”
o   Retain flexibility and control during your lifetime
o   Possible estate tax benefits
o   Benefactor, Bequest Society, or Legacy Society recognition
 
2.    RETIREMENT ASSETS
Turn protection into progress by making gifts directly to Rotary from your Individual Retirement Account
o   Flexible giving method accommodates changes to financial and family situations from year to year
o   Individuals at least 70 ½ years old can avoid claiming gift amounts as taxable income up to $100,000 each year
o   Reduces tax burden on heirs by leaving retirement
 
3.    LIFE INSURANCE
Many people have policies that are no longer needed to provide for loved ones. You may not think of these policies as assets available for charitable giving, but they can be used to enhance the long-term impact of Rotary programs.
o   Anyone can make Rotary the beneficiary of a policy at any age for any amount
o   May qualify for recognition under certain criteria
 
4.    CHARTIABLE GIFT ANNUITY
This is a great way for individuals and couples who are at least 50 years old to turn low-yielding assets into a regular income stream.
o   Fixed payments for life to you or your loved ones
o   Charitable income tax deduction
o   Minimize capital gains tax
o   Face value counts toward Major Donor and AKS recognition
o   $10,000 minimum, funded with cash and appreciated securities
 
5.    CHARTIABLE REMAINDER TRUST
Individuals and couples who are at least 50 years old to turn illiquid or low-yielding assets into an annual payment stream
o   Regular payments for life to you or your loved ones
o   Payments can grow as the trust grows
o   Charitable income tax deduction
o   Minimize capital gains tax
o   Face value counts toward Major Donor and AKS recognition
o   $100,000 minimum, funded with real estate, cash, publicly-traded securities, privately-held stock, retirement plans, business interests, and savings bonds with accrued untaxed income
 
6.    DONOR ADVISED FUND
Individuals and couples can open a charitable investment account that works like a family foundation without all the hassles.
o   Charitable income tax deduction
o   Easily support multiple US-based charities (does not have to be affiliated with Rotary)
o   Invest funds to grow over time
o   Low annual administrative costs
o   Bequest Society or Legacy Society recognition for individual accounts, other recognition possible
o   $10,000 minimum, funded with cash, publicly-traded securities, privately-held stock, bonds, and mutual fund shares
 
7.    PLEDGE
Secure your future Rotary legacy by pledging $25,000 or more in outright gifts over a three-year period or give $10,000 now and make a commitment for $15,000 in your estate to establish a named fund.
 
It’s easy to notify Rotary of your gift or commitment online at rotary.org/legacy.
 
 For Additional Information Contact:  District 5790
  • Major Gifts Chair: Don Mebus <don.mebus.rotary@gmail.com>
  • Major Gifts Co-Chair: Sally Hopper <bhopper381@aol.com>
  • Rotary Foundation Chair: J. Paul Lucas <jplucas5790@gmail.com> 
In addition to Related pages and Links listed in the left navigation column be sure to review the resources which are listed in
Legacy Toolkit at the end of the site page http://Rotary.org/legacy