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PLANNED GIVING
A planned gift is one legally made during the donor’s lifetime, but whose principal benefits do not accrue to The Rotary Foundation until sometime in the future, usually at the death of the donor and / or income beneficiaries designated by the donor. With some types of these gifts, the donor retains some present interest (usually an income interest) in the assets, and directs the remainder for the ultimate benefit of The Rotary Foundation. In addition, the donor of the gift often achieves significant reductions of taxes on income, capital gains, and his/her estate. The Foundation’s Trustees have directed that, unless otherwise indicated, proceeds from planned gifts will be placed in the Permanent Fund and earnings credited to the World Fund. Donors may designate that the spending or earning’s portion from their gift be directed through SHARE. For complete details on Planned Giving, please visit the Rotary International website. |
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