You can be an important part of the Rotary Foundation’s next century of doing good in the world by including a gift to Rotary’s Endowment in your estate plan.Your gift will be carefully stewarded to provide earnings 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; think of it as endowing your annual contribution.
A gift from your estate will provide ongoing financial support; think of it as endowing your annual contribution.
How best to include the Foundation in your estate plan? The most popular way to include Rotary in an estate plan is through a will or codicil. Another popular idea is to make Rotary the beneficiary of a retirement fund or insurance policy. Ask your financial advisor and use the official legal name: The Rotary Foundation of Rotary International.
Here are a few language examples for your estate adviser to consider:
- For a 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 XYZ 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 XYZ.”- 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.”
Rotarian Jim Dwyer (jdwyer@csbsju.edu) will be happy to attend your club meeting or visit individually to talk about planned gifts and your community. He does not give legal or financial advice. As always, remember to consult independent tax and legal advisers before making any charitable gift.