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The Endowment Fund Your Rotary Legacy Yes, I/we have made a commitment to The Rotary Foundation Endowment. The bequest will be funded by :Will or living trustRetirement plan beneficiary designationLife

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How to fill out your rotary legacy

01

Start by gathering all the necessary information, including details about your assets, debts, and beneficiaries.

02

Decide on the distribution of your assets and debts. You can choose to leave specific items or sums of money to individuals or charitable organizations.

03

Consult with an attorney or estate planner to ensure that your rotary legacy is legally valid and follows all necessary laws and regulations.

04

Prepare the necessary legal documents, such as a will or trust, to outline your wishes for your rotary legacy.

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Consider appointing an executor or trustee to handle the administration of your rotary legacy after your passing.

06

Review and update your rotary legacy regularly to reflect any changes in your circumstances or wishes.

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Communicate your rotary legacy plans with your loved ones to ensure that they understand your intentions.

Who needs your rotary legacy?

01

Anyone who wants to leave a lasting impact on their community through supporting rotary causes and projects.

02

Individuals who believe in the mission and values of Rotary International and want to ensure its continued work.

03

Those who wish to leave a charitable legacy and make a difference even after they are gone.

04

Families and individuals who have benefited from Rotary programs and want to give back in a meaningful way.

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What is your rotary legacy?

Your rotary legacy is a report outlining your Rotary activities and contributions.

Who is required to file your rotary legacy?

All members of Rotary clubs are required to file their rotary legacy.

How to fill out your rotary legacy?

You can fill out your rotary legacy online through the Rotary International website.

What is the purpose of your rotary legacy?

The purpose of your rotary legacy is to track and document your Rotary service and contributions.

What information must be reported on your rotary legacy?

You must report your service projects, fundraising efforts, volunteer activities, and any awards or recognition received.

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