The Rotary Foundation Donor Advised Fund
It is like having your own foundation, only easier.
Rotary's Donor Advised Fund* makes philanthropy simple. Open a charitable giving account today with $10,000 or more and recommend grants to your favorite U.S.-based charities at your convenience. You advise how you want account funds invested and how and when to make grants to IRS-approved charities. Rotary provides professional asset management and takes care of all of the administrative details.
Contributions are U.S. tax-deductible in the year they are made, allowing you to maximize your deductions in years when they are most beneficial. You may also avoid capital gains taxes on gifts of appreciated securities.
Rotary offers Individual accounts for Rotarians and friends and Group accounts for clubs, districts and Rotary-affiliated groups.
To request more information, call (847) 866-3100, or e-mail email@example.com
For Current Account Advisors:
*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.
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.