Planned Giving

Through a planned gift, donors can provide ongoing support to Rotary programs. Donors can choose structured gifts to be made after their lifetimes, and take advantage of financial and tax benefits, which vary by country.

Giving opportunities

The most common gift structure is a provision in an estate plan. Worldwide opportunities include:

  • A provision in a will including codicils
  • A provision in a trust
  • Insurance beneficiary designations
  • Real estate and other asset transfers
  • Gifts of retirement plan assets or other financial accounts

Tax Benefits

Individuals who reside in the U.S. or who benefit from U.S. tax opportunities can structure gifts that may provide financial and tax benefits, such as:

  • Charitable Gift Annuities (immediate and deferred)
  • Charitable Remainder Trusts
  • Pooled Income Fund
  • Donor Advised Fund

Named Gift

With an endowed or term gift, you can designate a specific name for your contribution. Endowed gifts are invested in perpetuity, while a portion of their earnings is spent on a designated program. Term gifts are spent in their entirety on a specific program over an agreed period of time.

Donor Advised Funds

The Rotary Foundation donor advised fund is a convenient way to simplify charitable giving and take advantage of U.S. tax savings. A Donor Advised Fund account is similar to a charitable checking account. You make contributions and recommend grants to the Foundation and other preferred charities at your convenience. An account may be established by individuals or Rotary-affiliated groups.

Personal Property

The Rotary Foundation accepts gifts of tangible property, such as jewelry or artwork, with the approval of the Gift Acceptance Committee. At this time, gifts of automobiles, boats, airplanes, and motorcycles are not accepted by the Foundation.

Real Estate

The Rotary Foundation accepts gifts of real estate with a minimum appraised value of $25,000 (undeveloped property) and $100,000. When a donor makes an outright gift of real estate that is approved by the Gift Acceptance Committee, the Foundation takes immediate possession of and title to the property. The donor is entitled to a U.S. charitable tax deduction based upon the fair market value of the property when donated as determined by a qualified appraisal and may receive tax benefits in other countries as determined on a case by case basis. The net proceeds from the sale of the real estate support the Foundation.

Securities

Your gift of marketable securities to The Rotary Foundation provides tax benefits and helps make an impact in lives both at home and around the world.
Learn more

  • Bequest Society member, when you give $10,000 or more via your estate plans. All society members receive recognition from the Trustees of The Rotary Foundation, and donors can choose to receive an engraved crystal recognition piece and a Bequest Society pin. Recognition items commemorate giving at these levels:
    • Level 1: $10,000 to $24,999
    • Level 2: $25,000 to $49,999
    • Level 3: $50,000 to $99,999
    • Level 4: $100,000 to $249,999
    • Level 5: $250,000 to $499,999
    • Level 6: $500,000 to $999,999
    • Level 7: $1,000,000 to $2,499,999
    • Level 8: $2,500,000 to $4,999,999
    • Level 9: $5,000,000 to $9,999,999
    • Level 10: $10,000,000 and above

  • Major Donor, when your cumulative donations reach $10,000. You can choose to receive a crystal recognition piece and a Major Donor lapel pin or pendant. Recognition items commemorate giving at these levels:
    • Level 1: $10,000 to $24,999
    • Level 2: $25,000 to $49,999
    • Level 3: $50,000 to $99,999
    • Level 4: $100,000 to $249,999

  • Arch Klumph Society, when your cumulative giving reaches $250,000. We will invite you to an induction ceremony at the Rotary International headquarters in Evanston, Illinois, USA and include your picture and biography in the Arch C. Klumph Society interactive gallery. You will also receive invitations to society events, along with membership pins and crystals that commemorate giving at these levels:
    • Trustees Circle: $250,000 to $499,999
    • Chair’s Circle: $500,000 to $999,999
    • Foundation Circle: $1,000,000 to $2,499,999
    • Platinum Trustees Circle: $2,500,000 to $4,999,999
    • Platinum Chair’s Circle: $5,000,000 to $9,999,999