Janice Alka - Chair Mt. Carmel
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.
Rotary Foundation Bequest
Society Membership
Life Income Gifts
Tri-Direct Authoization Form
for Electronic Funds Transfer
Named Funds
Benefactor Commitment Card
Gifts of Life Insurance
Pooled Income Fund
Securing the Future � Your
Bequest to The Rotary Foundation
Visions
Newsletter
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