T
he Rotary Foundation donor advised fund* is a convenient way to simplify your charitable giving and take advantage of tax savings at the same time. A donor advised fund account is similar to an investment account earmarked exclusively for charitable giving. It allows you to make contributions and grant recommendations to the Foundation and other preferred charities at your convenience. In many ways, it’s like having your own foundation to support your favorite causes, but without the hassles and paperwork. An account may be established by individuals or Rotary-affiliated groups.
Benefits
Donor advised fund accounts offer these benefits:
- Support to The Rotary Foundation and other preferred charities
- Immediate tax benefits
- Professional asset management
- Flexibility to make grant recommendations suited to your timetable
- Easy record-keeping and tax reporting
- Bequest Society membership for individual donor advised fund account holders
- No start-up fees
Individual accounts
As an individual or married couple, you can establish a donor advised fund account with The Rotary Foundation. (Individual accounts can have a maximum of two account holders.) Refer to the program circular (PDF) for succession options.
Download the application for individual accounts.
Group accounts
As a representative of a Rotary-affiliated group, you can establish a donor advised fund account with The Rotary Foundation on behalf of your group. At least two account holders must be listed on all group accounts, and a single account can have a maximum of four account holders.
Download the application for group accounts (PDF).
More information
Read the donor advised fund leaflet and the program circular (PDF).
To request more information, submit an online inquiry form, call 847-866-3100, or e-mail plannedgiving@rotary.org.
* At this time, the donor advised fund is structured for the United States. If you’re not a U.S. citizen, or if your Rotary-affiliated group is not located in the United States, please contact The Rotary Foundation before trying to establish an account. Also note that regulations regarding tax deductions for charitable giving vary at the state level; please check with your tax adviser. Deductions discussed in Foundation resources refer specifically to U.S. federal taxes and could change.