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.
Tools for Professional Advisors
Legal Name: The Rotary Foundation of Rotary International
Tax I.D. Number: 36-3245072
Incorporated In: Evanston, IL
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.
If you are interested in becoming a subscriber, simply send a message to firstname.lastname@example.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 email@example.com 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.
Download our FREE Personal Estate Planning Kit
Not Sure How to Begin Planning?
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.