Endowment Fund
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Endowment Fund

About the Endowment

The Endowment acts as an expert informational resource of networked financial and legal professionals to assist 5450 Rotarians, their families, and others in making significant donations and bequests that further the goals of Rotary through The Rotary Foundation Endowment.

What is the Endowment?

To ensure the Foundation's strong future, the Endowment is invested in perpetuity. A portion of the fund is allocated to benefit Foundation programs every year, providing an extra stream of income to meet the increasing demand for the Foundation's programs and to ensure the Foundation's ability to meet urgent human needs into the future.

The Endowment includes Benefactors and Bequest Society members:

  • Benefactor: Someone who makes a provision in their estate plans for The Rotary Foundation or makes a $1,000 gift to the Endowment.
  • Bequest Society Members: Individuals or couples who have made commitments in their estate of $10,000 or more.

Leave a Lasting Legacy with Rotary's Endowment

Imagine the tremendous impact of your legacy after more than 100 years of investment, not only in the markets but also in sustainable projects that change lives. How will your legacy change the world?

Ensuring a Brighter Future

Gifts to Rotary's Endowment ensure that future Rotary Club members will have the resources they need to design and implement sustainable projects year after year. Learn more about Rotary's Endowment and how you can contribute to a lasting legacy.

 
Endowment Chair: Gail Lehrmann (Parker)
 

Opportunities to Leave a Legacy

There are numerous ways to leave a legacy, and the choice is yours. Here are some options:

Naming Opportunities

Special opportunities are available to create an endowment or make a directed gift in your name or the name of a loved one. Endowed gifts are invested in perpetuity, with part of their earnings spent on a designated program. Directed gifts are spent in their entirety, usually in the following Rotary year.

Endowed Global Grant Fund

  • $500,000 or more: Specify up to three of the following options: district sponsor, area of focus, geographic region, or type of grant activity (e.g., project or scholarship).
  • $250,000 or more: Choose up to two of the options listed above.
  • $150,000 or more: Choose one grant activity type, such as a humanitarian project, scholarship, or vocational training team.
  • $25,000 or more: (Named Endowment) Direct the money to one of the following:
    • Area of Focus: Funds global grants in one area of focus.
    • World Fund: Funds global grants in all areas of focus.
    • SHARE: Supports the World Fund and provides district designated funds to your district.
    • Rotary Peace Centers: Supports Rotary’s partnership with leading universities around the world to train professionals in conflict resolution, peace studies, international relations, and related disciplines.

 

By contributing to Rotary's Endowment, you can leave a lasting legacy that will impact lives for generations to come. Consider how you can make a difference today.