TRF Contribution/ Transfer Forms 123EN/102EN
TRF Contribution/ Multiple Donor Form
Brochure Rotary Legacy Brochure/ Bequest Society/ Benefactor
Understanding Foundation Recognition Points
The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. The Foundation is a not-for-profit corporation supported solely by voluntary contributions from Rotarians and friends of the Foundation who share its vision of a better world.
MAJOR DONORS AND BEQUESTS
Major Donor: Minimum outright gifts of $10,000 or more in cash, securities, property, or other assets, or life income gifts to The Rotary Foundation. These gifts can be designated for the Annual Programs Fund (outright contributions that provide immediate funding for the Foundation’s cultural, humanitarian, and educational programs) and the Permanent Fund (outright donations or endowed funds). Go to RI Member Access on rotary.org.
Bequests: Testamentary gifts to The Rotary Foundation through a will or estate plan
Bequest Giving Options: Go to RI Member Access on rotary.org.
DONOR ADVISED FUND
The Rotary Foundation Donor Advised Fund is a convenient way to simplify your charitable giving and take advantage of tax savings at the same time. A donor advised fund account is similar to an investment account earmarked exclusively for charitable giving. It allows you to make contributions and grant recommendations to the Foundation and other preferred charities at your convenience. In many ways, it’s like having your own foundation to support your favorite causes, but without the hassles and paperwork. An account may be established by individuals or Rotary-affiliated groups. Here are some additional information resources you can download to read about how to create your account.
LIFE INCOME AGREEMENTS
Have you ever thought about making a contribution to The Rotary Foundation during your lifetime but were concerned about outliving your resources, meeting family obligations, or preparing for retirement? With careful planning, it’s possible to enjoy the advantages of a life income gift and turn appreciated assets into an income for yourself or others. Life income agreements are one way to make a significant charitable contribution during your lifetime while furthering your financial plans and security. Here are some additional information resources you can download to read about how life income agreements work and how you can participate.
Major Gift Giving/Endowment Fund
The Rotary Endowment Fund, provides Rotarians and Friends of the Foundation a way to create their own lasting legacy with Rotary. This is a gift that goes beyond your lifetime. This fund enables individuals to combine their gifts into a significant force to address the world’s greatest needs for generations to come.
ANNUAL PROGRAMS FUND
Supports worldwide humanitarian, educational, and cultural exchange programs. The deadline for having a Club’s Annual Programs Fund contributions counted towards being recognized as a $100/capita Club at District Conference is March, 31st. June 30th is the deadline for having all of a Club’s members give at least $100 to the