Posted by Susan Weaver on Nov 22, 2019
This meeting is no longer eligible for MakeUp
Foundation Month Focus
Ways of Giving

The season for thanks and giving is upon us.  As another year draws to a close, we reflect on what we are grateful for and what we wish for the future. It is the time of year when many make their year-end contributions to their favorite causes and hence Rotary designates November as Rotary Foundation Month.

So far this month we have examined The Rotary Foundation finances and focused attention on two TRF beneficiaries, Rotary’s peace initiatives and Polio Plus. Most Rotarians are well aware of the projects that are made possible by donations to the Annual Fund, which makes global grants and district grants possible. Through these, Rotary gives back in countless ways, focusing our service efforts in six areas to maximize our local and global impact: promoting peace, fighting disease, providing clean water, saving mothers and children, supporting education, and growing local communities.

The power of Rotary lies in our global network of community leaders and technical experts who share our mission to improve, health, support education, and alleviate poverty. Working as partners we acheive lasting change through the combination of local oversight and the resources of an international organization.
But none of this is possible without your financial support.  

Supporting the Annual Fund

Every Rotarian is encouraged to participate in a Foundation project and make a personal gift to the Annual Fund every year. 

The Annual Fund is the primary funding source for Foundation activities. Your gift is a catalyst for sustainable change in your community and around the world.

At the end of each year, contributions directed to the Annual Fund-SHARE from all Rotary clubs within each district are divided between the World Fund and the District Designated Fund.

The Rotary Foundation uses the World Fund portion for Rotary’s highest priority activities and grant and program opportunities available to all Rotary districts. 

Our district uses the District Designated Fund portion on Foundation, club, and district projects that are chosen by our club and others in our District.

The Rotary Foundation is an organization you can trust and support with confidence. It has dedicated approximately 90 percent of its total spending to programs over the past 10 years, far exceeding the benchmarks set by independent charity-rating services as a measure of high efficiency. For this,TRF has been award 4 Stars for 12 consecutive years by Charity Navigator, the highest rating possible. 

There are several ways you can donate to the Annual Fund:

  • Send your gift on a one-time or recurring basis, either on-line with a credit card or by sending in a printed form and your check by mail. The form can be found here: , where you'll choose Individual Contribution Form.
  • Make a recurring gift through Rotary Direct. You choose how much and how often (monthly, quarterly, or annually). It’s simple and secure. Visit
  • Double the good you do with a matching gift from your employer. Over 15,000 companies have matching gift programs that leverage your support of TRF. Visit or ask your HR department about your company’s matching gifts and volunteer grants program.
You are encouraged to donate to the Annual Fund every year. Any amount, no matter how small, makes a positive, lasting impact in the world.
 Your Rotary Legacy

Rotary’s tomorrow depends on what we do today.

You can be an important part of the Foundation’s next century of serving humanity by including a gift to Rotary’s Endowment in your estate plan.
Your gift will be carefully stewarded to provide funding for the programs you know and love, year after year. The principal is never spent and available earnings are used to make a lasting difference in people’s lives. A gift from your estate to the Endowment will provide ongoing financial support, just as your annual contributions do today. 
Please consider joining the many Rotarians and friends who have made commitments to improving and enriching lives around the globe by creating your personal legacy with The Rotary Foundation. 

How to include Rotary in your estate plan

One of the most popular ways to include Rotary in an estate plan is through a will or codicil. Whichever method works best for you, please remember to use the official legal name, The Rotary Foundation of Rotary International, unless one of the following names applies in the region where you live: 

The Rotary Foundation (Canada),The Rotary Foundation (India),Public Interest Incorporated Foundation - The Rotary Foundation Japan,The Rotary Foundation of the United Kingdom.

As always, remember to consult independent tax and legal advisers before making any charitable gift.


How your legacy carries on

A gift to Endowment-World Fund allows the Trustees to direct support where it is most needed around the world. A gift to Endowment-SHARE allows your Rotary district to direct a portion of the spending along with a portion going to World Fund. You may also support one or more of the areas of focus. Current trustee policy is to direct undesignated gifts of $10,000 or more to World Fund. 

Your name will be shared as one of the growing number of Rotarians and friends who are providing future gifts to the Foundation, unless you request anonymity. Rest assured the details and amount of your commitment will always remain confidential.

Personalizing your fund 

You can personalize your legacy with a separately identified fund that bears your name, your family’s name, or the name of a loved one, and with larger gifts it may be possible to more-narrowly direct the use of the funds to specific programs or regions. The minimum amount to establish a named fund is $25,000. 

Let Rotary recognize you

The Rotary Foundation Trustees are pleased to share their gratitude and offer membership in special societies.

Legacy Society 

Individuals and couples who have substantiated a future gift of $1 million or more to the Endowment are listed in Rotary’s annual report and are invited to exclusive Rotary International and Foundation events. Legacy Society members also receive special recognition items and all the benefits provided to Bequest Society members. 


Bequest Society 

Those who have made commitments for future gifts of $10,000 to The Rotary Foundation are invited to join the Bequest Society. Each level of giving includes the specific benefits, information on which can be found here: 

Rotary is pleased to confer Benefactor status on those who have made commitments for future gifts to the Endowment in their estate plans or outright gifts of $1,000 to the Endowment. 


Donor Recognition Categories

The Rotary Foundation recognizes donors to express deep gratitude for your commitment, offering individual and club recognition as well as naming opportunities that enable you to honor a friend or family member with a named or endowed gift. The following recognition levels for individuals have been established, each with special recognition pins and awards:

Rotary Foundation Sustaining Member for those who give US$1000 or more to the Annual Fund each year.

Benefactor for those who include the Endowment Fund as a beneficiary in their estate plans or donate $1,000 or more to the fund outright. Benefactors receive a certificate and insignia to wear with a Rotary or Paul Harris Fellow pin.

Paul Harris Fellow for those who give $1,000 or more (either one-time or cumulatively) to the Annual Fund, PolioPlus, or an approved Foundation grant. Gifts may also be made to recognize and honor others with a Paul Harris Fellow.


Multiple Paul Harris Fellow for those who make additional gifts of $1,000 or more to the Annual Fund, PolioPlus, or an approved Foundation grant.


Paul Harris Society member for those who contribute $1,000 or more annually to the Annual Fund, PolioPlus, or an approved Foundation grant.



Major Donor status is achieved when cumulative donations reach $10,000.


Arch Klumph Society membership is extended when cumulative donations reach $250,000.Recognition includes an induction ceremony and your picture and biography in the Arch Klumph Society interactive gallery at the Rotary International headquarters in Evanston, Illinois, USA. 

Triple Crown Donor is a new recognition category this year. It recognizes TRF contributors who have already qualified as Paul Harris Society Members, Major Donors, and Bequest Society Members. 

Whatever level of support you can give to TRF, you can rest assured that your donations are put to good use doing good in the world.

If you have any questions regarding TRF, the various ways of giving, or recognition for your generosity, contact OWR Foundation Chair, Susan Weaver. 

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