For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the The Rotary Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Gift Illustrator

Tools for Professional Advisors

Legal Name: The Rotary Foundation of Rotary International
Tax I.D. Number: 36-3245072
Incorporated In: Evanston, IL

Filing Cabinet A-Z
Your Rotary Legacy Brochure (PDF)
Gift Acceptance Policy (PDF)

The Gift and Estate Planning Program (GEPP)

Thank you for subscribing to Rotary’s Gift and Estate Planning Program (GEPP). The program shares news and best practices in the charitable estate and financial planning arena with those interested in learning more about how to create a legacy, or structure a gift, with Rotary.

Invitation to subscribe
Welcome email to new subscribers
Giving Guide for Donors
Giving Guide for Professional Advisors

If you are interested in becoming a subscriber, simply send a message to planned.giving@rotary.org or call (847) 866-3100 and ask become a "GEPP subscriber."

If you are a District Leader building a local GEPP team, please contact planned.giving@rotary.org or call (847) 866-3100 and ask about our GEPP Toolkit to help get you started. Thanks in advance for sharing with us any successes and challenges you experience in organizing your GEPP activities.

For those outside the United States you may also benefit from contacting your district Rotary Foundation chair or the nearest Rotary International office.

Personal Estate Planning Kit

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit