Purpose: Ensure the long-term viability of The Rotary Foundation and its programs. Earnings from the Permanent Fund, an endowed fund, enable The Rotary Foundation to expand existing programs and/or underwrite new humanitarian, cultural, and educational programs. Contributions made by individuals are invested in perpetuity. A percentage of the total value of the fund may be spent annually to benefit the programs of The Rotary Foundation.
Goals: Encourage continued contributions to the Permanent Fund by holding three regional estate planning seminars.
Making a Gift to the Permanent Fund
The Permanent Fund enables individuals to combine their gifts into a significant force to address the world's greatest needs for generations to come.
The initial target of US$200 million for the Permanent Fund was surpassed six years ahead of schedule. Our next target is US$1 billion by 2025.
The dramatic growth of the Permanent Fund has helped increase program support five-fold since 1996-97. During the 2002-03 Rotary year, more than US$6.6 million from the Permanent Fund will be spent in direct support of the programs of The Rotary Foundation.
You can contribute to the Permanent Fund of The Rotary Foundation in a variety of ways:
Outright Gifts
The Rotary Foundation welcomes outright gifts to the Permanent Fund. Find out how to make a gift of cash, securities, real estate, or tangible personal property. Many people like the idea of creating a lasting legacy with Rotary by establishing an Endowed Fund within the Permanent Fund.
Life Income Agreements
Learn about how your gift of cash, securities, or real estate can provide for you or a beneficiary.
Bequests
Discover how leaving a gift in your will to the Permanent Fund of The Rotary Foundation can secure Rotary’s role in the world and work to improve the quality of life for future generations.
Donor Advised Funds
Learn how you can simplify your charitable giving while receiving immediate tax benefits.
