What is a Rotary’s Endowment?
Gifts to Rotary's Endowment ensure that future Rotarians will have the resources they need to design and implement sustainable projects year after year. Rotary strives to increase the value of your gift to the Endowment by preserving and investing your initial contribution and spending only a portion of the earnings. The principal of a contribution to the Endowment is never spent, but a portion of the earnings is made available annually for specific program activities.
What is a named Endowment?
Create a legacy in your own name, or to honor a loved one, to see the impact of your gift and watch it grow over time. You can also make a commitment in your estate plans to support the causes you care about most. Each fund is tracked and reported to you and your district, so they are reminded of your generosity for generations to come.
Is there a minimum amount to establish a named Endowment?
Yes, US $25,000. In cash or a bequest in your estate plans
Can I direct an Endowment to a specific program?
You can direct your Endowment to the Word Fund, SHARE, one of Rotary’s 7 areas of focus or the Rotary Peace Centers.
How can I support local projects?
Gifts designated to SHARE are split equally between the World Fund and District Designated Funds (DDF). The Rotary district of your choice uses District Designated Funds to participate in the Foundation’s programs.
Can I direct an Endowment to more than one program?
Yes, an Endowment may be directed to more than one program depending on the value of the Endowment.
How do I include Rotary in my 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 or The Rotary Foundation Canada.
How does The Rotary Foundation recognize donors to the Endowment?
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Gifts of US $250,000 or more are acknowledged as Arch Klumph Society members. | Gifts of US $10,000 or more are recognized with the appropriate major donor pin and crystal. | Bequest gifts are acknowledged with the appropriate Bequest Society or Legacy Society recognition. |
For further information visit https://www.rotary.org/en/rotary-endowment
Download Bequest Society brochure https://my.rotary.org/en/document/your-rotary-legacy-doing-good-world-beyond-your-lifetime