Resources

A planned gift is a decision most people make over months, not minutes. These materials are here so you can think it through on your own time, with the people you trust. Read what’s useful, skip what isn’t, and reach out whenever a question comes up.

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What a Planned Gift Actually Is
A plain-language overview of legacy giving and how it differs from your annual contribution. Six pages, no jargon.
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Questions to Ask Yourself First
A short worksheet to help you think through what you want your gift to do before you talk to anyone.
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The Rotary Foundation Endowment Explained
How the Endowment works, how it’s invested, and why the principal is never spent.
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ROTARY RESOURCES

How Will You Change The World
Think of your annual gifts to Rotary as apples, each helping people in need right now.
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Your Legacy, Rotary’s Promise
With one gift to the Endowment, your support for Rotary Foundation activities can last forever.
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Establishing a Fund in Your Name
Creating an endowment is a significant, impactful way to support your favorite Rotary causes long-term.
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Why Consider Giving via IRA?
The smartest ways to give increase your Rotary impact with non-cash gifts.
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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.
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Tomorrow Together Campaign & Dinner Overview
The purpose is to raise at least $5,000,000 in new major gifts to The Rotary Foundation and to thank
participating donors with a celebratory dinner.
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Instructions for a direct transfer from an Individual Retirement Account
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Gifts of Stock to the Rotary Foundation
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Gift Acceptance Policy
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WAYS TO GIVE

Naming Rotary in Your Will
The simplest option, and the one most Rotarians choose. What to tell your attorney and what it costs you today: nothing.
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Beneficiary Designations
How to name The Rotary Foundation on a retirement account or life insurance policy without rewriting your will.
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Charitable Gift Annuities and Trusts
Options that provide income during your lifetime and support Rotary afterward.
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Directing Your Gift
Whether you want to support polio eradication, global grants, District 7980 projects, or leave the choice to future Rotarians.
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FOR YOUR ATTORNEY OR FINANCIAL ADVISOR

Sample Bequest Language
Ready to hand over. Includes the correct legal name and tax identification number for The Rotary Foundation.
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Advisor Fact Sheet
One page covering the Foundation’s structure, charitable status, and how gifts are received and administered.
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Rotary Foundation Financial Reports
Audited financials and Charity Navigator ratings for advisors who want to look under the hood.
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