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Get the free Your Rotary Legacy - My Rotary - Rotary International - my rotary

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Yes, I/we have made a commitment to The Rotary Foundation Endowment. The bequest will be funded by (some gift options are not available in all regions):rotary.org/legacyWill or living trust Retirement
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Start by gathering all the necessary information and documents related to your rotary legacy, such as wills, assets, and beneficiaries.
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Consult with a professional estate planning attorney to ensure that your rotary legacy meets all legal requirements and takes advantage of available tax benefits.
03
Determine the specific purpose of your rotary legacy, whether it is to support charitable causes, fund scholarships, or contribute to rotary projects.
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Clearly outline your intentions and instructions in your will or trust, including the designated beneficiaries or organizations that will receive your rotary legacy.
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Consider appointing a trusted executor or trustee who will oversee the distribution of your rotary legacy according to your wishes.
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Regularly review and update your rotary legacy plans to reflect any changes in your personal or financial circumstances.
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Communicate your rotary legacy plans to your loved ones and those involved, ensuring that they understand your intentions and can support the fulfillment of your legacy.

Who needs your rotary legacy?

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Anyone who wants to leave a lasting impact on rotary causes and projects can benefit from creating a rotary legacy.
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Individuals who are passionate about supporting rotary initiatives, such as community development, education, healthcare, and humanitarian aid, can utilize a rotary legacy to continue their philanthropic efforts beyond their lifetime.
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Rotary club members and leaders who wish to leave a lasting legacy and contribute to the future growth and sustainability of rotary clubs worldwide can also benefit from creating a rotary legacy.
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Your Rotary legacy is a detailed record of your Rotary Club involvement and accomplishments.
All active Rotary Club members are required to file their Rotary legacy.
You can fill out your Rotary legacy electronically through the Rotary Club's online portal.
The purpose of your Rotary legacy is to document and track your contributions to the Rotary Club.
Your Rotary legacy must include details of your service projects, leadership roles, and attendance at club meetings and events.
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