Giving Opportunities

NEW: Five Year Giving History of District 6970 Clubs. Click here.

Giving Opportunities

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.

Foundation Memorials

Use this letter of transmittal to send a memorial contribution to the Rotary Foundation in honor and remembrance of someone who has died. Donor may direct contribution to designated funds.

● Foundation Memorial Transmittal Letter/Form

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).

Bequests: Testamentary gifts to The Rotary Foundation through a will or estate plan.

● Benefactor Brochure and Gift Commitment Form

● Rotary Foundation Sample Codicil

● Bequest Society Membership Application and Pledge Form

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 your account.

Planned Giving

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.

Permanent Fund: The Foundation Endowment
The Permanent Fund, Rotary's endowment, 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.

● Global Contributions Form

● Benefactor Gift Commitment Card

Annual Programs Fund
Supports worldwide humanitarian, educational, and cultural exchange programs.

● Rotary Foundation Sustaining Member Pledge Card

● Paul Harris Fellow membership funding

● Multiple Donor Form to be used for contributions to the Annual Programs Fund

Other Forms for Downloading
● Global Contributions Form
● Multiple Donor Form (doc): Designated contributions to: Annual Programs Fund, World Fund, PolioPlus, PolioPlus Partners, Humanitarian Grant.
● TRF-Direct (Credit Card) Form