TRF: Endowment/Major Gifts
THE ROTARY FOUNDATION: ENDOWMENT FUND

The Bequest and Legacy Societies

"Doing Good In The World" is the motto of The Rotary Foundation, which was conceived by Rotarian Arch Klumph. The Bequest Society was established to recognize our support for the Endowment Fund of The Rotary Foundation through bequests - gifts at death. The Bequest Society's growing membership includes Rotarians, family members, and friends who have each committed to give $10,000 or more in their estate plans to The Endowment Fund of The Rotary Foundation. The Legacy Society recognizes individuals and couples who have substantiated a future give to the Endowment Fund of $1,000,000 or more.

Since its inception in 1928, The Rotary Foundation has stayed true to its original purpose of "doing good in the world." From its modest beginnings, The Rotary Foundation Endowment Fund has grown to an endowment of over $1.3 billion, which produces over $17.5 million in spendable earnings each year to support The Rotary Foundation's annual programs.

Today, The Rotary Foundation has an even bigger dream: To increase the Endowment Fund endowment to $2.025  billion by the year 2025. Gifts to the Endowment Fund are a powerful way to ensure our life changing work continues in perpetuity. Donors may choose how to direct their portion of spendable earnings: Endowment SHARE which returns funds to our District each year as DDF, Areas of Focus, World Fund (area of greatest need), Rotary Peace Centers and for larger gives, endowed Global Grants.

As a Bequest Society Member, you will enjoy the benefits of:
  • A Bequest Society Crystal (Level II and above) recognizing your commitment to The Rotary Foundation. Recognition is normally awarded at a Rotary event of suitable importance, or as you may request.
  • A cloisonné Bequest Society circle pin with diamonds representing your Bequest Society Level, from One Diamond ($10,000) to Six Diamonds ($1,000,000 and up).
  • The ability to honor your family, a friend, or a relative by establishing a named fund within the Endowment Fund (bequest of $25,000 or more).
  • Fellowship with other Society members who share your degree of support for such an important cause, including: 
  • An invitation for you and your guests to our annual gala dinner (typically held in April before the District Assembly and Leadership Training Program).
  • Fellowship at other Rotary events throughout the year. (Major Donors and Paul Harris Society members are also invited to many of our events).
As a Legacy Society Member, you will enjoy the benefits of:
  • Special recognition items that honor Foundation Founder Arch Klumph
  • Being listed in The Rotary Foundation’s Annual Report
  • Invitations to exclusive Rotary International and Foundation events
  • The ability to honor your family, a friend, or a relative by establishing a named fund within the Endowment Fund
  • Fellowship with other Society members who share your degree of support for such an important cause, including:
  • An invitation for you and your guests to our annual gala dinner (typically held in April before the District Assembly and Leadership Training Program).
  • Fellowship at other Rotary events throughout the year. (Major Donors and Paul Harris Society members are also invited to many of our events).

Major Gifts
Major Gifts are gifts of $10,000 or more to any of The Rotary Foundation’s designations: Annual Fund SHARE, PolioPlus, World Fund (area of greatest need), Endowment Fund, Disaster Response Fund, Global Grants, Areas of Focus.

Gifts may be funded with Cash, Appreciated Securities, Life Insurance, Real Estate, Major Gift Pledges, some forms of tangible personal property, IRA and other retirement assets, Life Income Agreements, Donor Advised Fund.

Major Gifts provide tremendous and lasting impact to our world, as well as to donors and Our Rotary Foundation!
 

ENDOWMENT/MAJOR GIFTS CHAIR

Steve Lewis (Ginny)
Aircraft Sales
Rotary Club of Carson City
EMAIL STEVE